Ocio Senior Client Service Associate

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 with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm's institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.

Position Summary

Brown Advisory seeks a resourceful and versatile professional to join the Outsourced Chief Investment Officer (OCIO) team in a client service role supporting the firm's largest and most complex Endowment and Foundation clients. The ideal candidate is a self-assured individual with exceptional analytical, organizational, and time-management skills who enthusiastic about providing superior service to E&F clients and passionate about the opportunity to support mission-driven organizations.

The primary duties and responsibilities include but are not limited to:

• Collaborate with the OCIO team (Service, Portfolio Management, and Strategic Advisory) and other firm partners (Operations, Fund Administration, etc.) to provide comprehensive and superior service to our clients.

• Build rapport with clients and ensure a prompt, accurate, and thorough response to all client requests and inquiries.

• Maintain familiarity with client preferences, history, and stakeholders. Anticipate client needs and proactively search for solutions.

• Handle communication with outside advisors such as accountants, auditors, etc., providing relevant tax, account, and investment information as needed.

• Support the governance needs of E&F clients by providing administrative support for annual audits, preparation for board and finance committee meetings, and timely assistance to professional staff.

• Execute cash management activities including initiating all types of money movement transactions, establishing standing instructions, and resolving issues as needed.

• Manage all operational aspects of client onboarding including account opening, paperwork creation, account funding, asset transfers, and data collection.

• Actively support client account maintenance activities including opening new accounts, address changes, online enrollment, investment KYC requests, etc.

• Prepare documents for client signature including custodial forms, subscription and redemption documents, letters of authorization, and more.

• Perform general administrative duties including electronic filing and organization of client documentation, contact data maintenance, fee billing support, portfolio accounting updates, etc.

• Contribute to ad hoc client-related and team projects as needed.

Desired Qualifications

• 5-10 years of relevant experience in a client facing role

• A bachelor's degree with a record of academic achievement

• Mastery of the Microsoft Office Suite, especially Excel

• Computer savvy and the ability to easily embrace and master new technology solutions

• Intellectual curiosity, critical thinking skills, and an analytical approach to solving problems

• Extraordinary attention to detail

• Keen judgement and the ability to handle confidential information with discretion

• Impeccable written and verbal communication skills

• Strong interpersonal skills, including the ability to comfortably interact with client stakeholders in person and on the phone or by video

• A genuine desire to help our clients and to always put their interests first

• Flexibility and the willingness to adapt to new responsibilities in a rapidly growing division

• Ability to work in an office location

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.

• Medical

• Dental

• Vision

• Wellness program participation incentive

• Financial wellness program

• Gym membership discounts

• Fitness event fee reimbursement

• Corporate 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.