Brown Advisory
Associate Client Advisor
US DC Washington DC Office
No sponsorship$90k-$135kDetected 30 days ago
SalesforceCRMBusiness DevelopmentPipeline ManagementExcelLogisticsCustomer SupportCommunicationCollaborationProblem SolvingTime ManagementMicrosoft Office
About the role
- Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA.
- Over the years, we have purposefully built and nurtured our client-first culture.
- Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service.
Responsibilities
- Support meeting preparation, briefing materials, and post-meeting action items.
- In conjunction with the events team, be a primary Business Development support point of contact for DC-based events, including managing logistics, internal coordination, and follow-up activities.
- Support the development and tracking of event-related outreach and campaigns in Salesforce.
- Help organize regular monthly business development meetings and maintain visibility into pipeline activity.
- Support Private Client colleagues across the DC office in pursuing new relationships and strengthening existing ones. Hold colleagues accountable for business development commitments, outreach, and event participation.
- Share observations and ideas that may support business development strategy or client engagement efforts.
- Event Planning and Campaign Support
- Office Engagement and Pipeline Support
- Pitch and Client Development Support
- Develop greater prospect and client-facing responsibilities over time.
Requirements
- 3-5 years working in a customer service-related role in a professional services environment
- Bachelor's degree with concentration in Business Administration, Finance, Economics, or related field.
- Working knowledge of Microsoft Word, Excel and PowerPoint
- Demonstrated ability to leverage technology to improve efficiency, organization, and execution in a client service or business development environment
- Superior client service skills
- Exceptional attention to detail, good interpersonal skills, and an orientation towards the achievement of team goals
- Outstanding skills in organization, time management, multi-tasking, prioritization, problem solving, and self-motivation
- Excellent written/verbal communication skills
- Advanced Salesforce user with the ability to quickly learn, navigate, and optimize CRM workflows.
- Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment
- Ability to work in the Washington, DC office location.
Compensation
- Does not include bonus or long-term incentive eligibility (if applicable).
Benefits
- At Brown Advisory we offer a competitive compensation package, including full benefits.
- Wellness program participation incentive
- Financial wellness program
- Fitness event fee reimbursement
- Gym membership discounts
- Telemedicine Program (for those enrolled in Medical)
- Adoption Benefits
- Daycare late pick-up fee reimbursement
- Short Term Disability
- Paid parental leave
- Group Long Term Disability
- 401(k) (50% employer match up to IRS limit, 4 year vesting)
Company info
- But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out.
- At Brown Advisory, we aim to be one of those inspired firms.
Visa & Work Authorization
- Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B, O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer s
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