Associate Client Advisor

Brown Advisory•Washington, DC

18h•Onsite

About The Position

The Associate Client Advisor (ACA) – Business Development supports and coordinates business development efforts in the Washington, DC office. This role helps ensure opportunities, events, meetings, and outreach activities are organized, tracked, and executed effectively to support the office’s growth objectives. Working closely with colleagues across the firm, the ACA helps maintain disciplined pipeline management, supports strategic initiatives, and contributes to the development of new client relationships.

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.
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
Working knowledge of Microsoft Word, Excel and PowerPoint
Advanced Salesforce user with the ability to quickly learn, navigate, and optimize CRM workflows.
Demonstrated ability to leverage technology to improve efficiency, organization, and execution in a client service or business development environment
Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment
Ability to work in the Washington, DC 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).

Responsibilities

Fully coordinate and track business development opportunities from initial introduction through follow-up, and new client onboarding across the Washington, DC office.
Support meeting preparation, briefing materials, and post-meeting action items.
Ensure activities and opportunities are accurately recorded and progressing appropriately within internal systems.
Oversee contact information, pipeline, and meeting activity data in Salesforce CRM.
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 strategize and define target audience.
Assist with on-site support, and post-event follow-up and evaluation.
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.
Assist with coordination and maintenance of key external relationship networks, including supporting strategic relationship initiatives
Monitor patterns and trends in the DC market, prospect meetings, events, and outreach to help identify potential opportunities.
Share observations and ideas that may support business development strategy or client engagement efforts.
Assist with pitch preparation and materials.
Participate in pitch meetings when appropriate and spearhead follow-up coordination.
Develop greater prospect and client-facing responsibilities over time.
Work with colleagues across offices to share best practices and improve business development processes, including data champions, other Associate Client Advisors and Business Development team members.
Contribute to improving systems, organization, and coordination of BD activities, including utilizing AI tools and resources.