Private Client Relationship Associate
Brown Advisory(3 months ago)
About this role
The Relationship Associate at Brown Advisory supports Private Client Service by handling client requests, account administration, cash management, onboarding, and coordination with internal teams. The role involves proactive service, preparing documentation, maintaining CRM records, and contributing to ad‑hoc client projects.
Required Skills
- Client Service
- Cash Management
- Onboarding
- Documentation
- CRM
- Analytics
- Communication
- Organization
- Collaboration
- Multi‑Tasking
Qualifications
- Bachelor’s Degree
About Brown Advisory
brownadvisory.comWe are an independent investment management and strategic advisory firm committed to first-class performance, advice and service.
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