Brown Advisory

Brown Advisory

Institutional Client Service Specialist

Baltimore, MD

No sponsorship$70k-$100kDetected 30 days ago
SalesforceCRMCommunicationMicrosoft 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

  • Build and maintain strong client relationships across investment, operational, and administrative stakeholders
  • Partner closely with the trading desk to manage client cash flows, including subscriptions, redemptions, and rebalancing activity
  • Maintain and reconcile client account data across internal systems, ensuring accuracy and completeness
  • Support Senior Relationship Managers on large complex relationships

Requirements

  • 3-5+ years of experience in institutional client service or relationship management
  • 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

Nice to have

  • Bachelor's degree in Business, Finance, Economics, or related field preferred
  • Experience interacting directly with institutional clients preferred

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)

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
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This listing is sourced directly from Brown Advisory's careers page and normalized into a canonical job model.