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.

• Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions.

​Qualifications:

• Bachelor’s degree required

• 1+ 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

​​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 support or sponsorship).

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