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Manager Client Relations Associate Jobs in Washington

Brown Advisory

Private Client Relationship Associate

Washington, DC · On-site

$45K - $56K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Relationship Associate Private Client Service delivers highly customized and comprehensive service ... Execute cash management activities including but not limited to domestic and international fund ...

Brown Advisory

Private Client Relationship Associate

Washington, DC · On-site

$45K - $56K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Brown Advisory is an independent investment management and strategic advisory firm committed to ... The Relationship Associate will follow the firm's best practices to ensure that all client-related ...

New Energy Equity

Client Relations Specialist

Annapolis, MD · On-site

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

As a Client Relations Specialist, you will serve as the dedicated front-line ambassador and primary ... Learn and master Drive O&M work order management software. Skill set involves accessing information ...

New Energy Equity

Client Relations Specialist

Annapolis, MD · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

As a Client Relations Specialist, you will serve as the dedicated front-line ambassador and primary ... Learn and master Drive O&M work order management software. Skill set involves accessing information ...

New Energy Equity

Client Relations Specialist

Annapolis, MD · On-site

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

As a Client Relations Specialist, you will serve as the dedicated front-line ambassador and primary ... Learn and master Drive O&M work order management software. Skill set involves accessing information ...

New Energy Equity

Client Relations Specialist

Annapolis, MD · On-site

$55K - $65K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

As a Client Relations Specialist, you will serve as the dedicated front-line ambassador and primary ... Learn and master Drive O&M work order management software. Skill set involves accessing information ...

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Manager Client Relations Associate information

What is the difference between Manager Client Relations Associate vs Client Relations Specialist?

AspectManager Client Relations AssociateClient Relations Specialist
Required CredentialsBachelor's degree, experience in client management, strong communication skillsBachelor's degree, customer service experience, communication skills
Work EnvironmentSupervisory role, team coordination, client meetingsCustomer support, client interaction, account management
Employer & Industry UsageFinancial services, consulting, corporate sectorsRetail, banking, tech companies
Search & Comparison IntentUnderstanding managerial roles in client relationsEntry to mid-level client interaction roles

The Manager Client Relations Associate typically holds a supervisory position with responsibilities for team oversight and strategic client management, requiring more experience and credentials. In contrast, a Client Relations Specialist focuses on direct client interaction and support, often at an entry or mid-level. Both roles are vital in client-focused industries but differ in scope and seniority.

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Manager Client Relations Associate jobs near you

Private Client Relationship Associate

Brown Advisory

Washington, DC • On-site

$45K - $56K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 11 days ago

Job description

Relationship Associate

Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients' investments, estate planning, and account administration.

The primary duties and responsibilities include but are not limited to:

  • Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.
  • Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients.
  • Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed.
  • Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting.
  • Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules.
  • Maintain CRM records for clients and prospects.
  • Complete ad hoc client-related projects as needed.

Qualifications:

  • Bachelor's degree required
  • 2+ years financial industry or client service experience preferred
  • Experience with trust administration and/or client account documentation a plus
  • Proficiency with M.S. Office suite including Excel, Word & PowerPoint
  • Strong quantitative, analytical, and interpersonal skills
  • Highly organized work style; detail-oriented and accurate
  • Ability to multi-task and adapt to changing priorities to meet client demands
  • Collaborative team-player; self-motivated with a strong work ethic
  • Demonstrates tact, discretion and good judgement in handling sensitive and confidential information
  • Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
  • Exhibits excellent communication skills, both verbal and written
  • Eager to contribute and learn, ask questions and provide solutions
  • Ability to work in the Washington office location

Salary: $65-$82k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.

• Medical• Dental• Vision• Wellness program participation incentive• Financial wellness program• Fitness event fee reimbursement• Gym membership discounts• Colleague Assistance Program• Telemedicine Program (for those enrolled in Medical)• Adoption Benefits• Daycare late pick-up fee reimbursement• Basic Life & Accidental Death & Dismemberment Insurance• Voluntary Life & Accidental Death & Dismemberment Insurance• Short Term Disability• Paid parental leave• Group Long Term Disability• Pet Insurance• 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

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