What are the responsibilities and job description for the Institutional Client Service Specialist position at Brown Advisory?
Company Overview
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. 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. 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. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.
Brown Advisory is seeking a client-focused professional to join its Global Institutional team as an Institutional Client Service Specialist. This role combines operational service excellence with client relationship responsibility, serving as a primary contact for certain institutional separately managed account clients while operationally supporting additional client relationships. The role is primarily focused on delivering an exceptional operational client experience, while also assuming broader relationship and investment-related responsibilities for a defined set of clients.
The Specialist will work in a collaborative, dynamic, fast-paced, trust-based partnership with Relationship Managers, Sales Professionals, and Operational Professionals across our global offices to serve a broad range of client needs, including ownership of onboarding, client cashflow management, and delivery of client reporting requirements. For select client relationships, the Specialist will serve as a central point of accountability across both operational execution and the overall client experience.
Key Responsibilities
Serve as primary contact for a defined group of institutional clients, managing day-to-day relationship needs, from both an operational and investment perspective
Build and maintain strong client relationships across investment, operational, and administrative stakeholders
Facilitate client communications including investment performance updates, and ongoing servicing discussions in partnership with the investment team
Coordinate onboarding, account setup, and transitions in partnership with various operations team and client custodians
Partner closely with the trading desk to manage client cash flows, including subscriptions, redemptions, and rebalancing activity
Monitor account cash positions and proactively communicate funding requirements or excess cash situations
Track and communicate client trade requests, ensuring accurate and timely execution
Oversee production and delivery of client reporting, including monthly, quarterly, and ad hoc requests
Respond to and resolve client inquiries, questionnaires, and operational issues in a timely manner
Maintain and reconcile client account data across internal systems, ensuring accuracy and completeness
Support Senior Relationship Managers on large complex relationships
Contribute to process improvements and cross-functional projects to enhance client experience
Qualifications
Bachelor's degree in Business, Finance, Economics, or related field preferred
3-5 years of experience in institutional client service or relationship management
Experience interacting directly with institutional clients preferred
Strong understanding of investment products and client servicing models
Proficiency in Microsoft Office and CRM systems (e.g., Salesforce)
Ability to work in our Baltimore office
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: $70-100k. 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.
Salary : $70,000 - $100,000