Institutional Client Service Specialist

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.