Client Onboarding Analyst - Baltimore, United States - Brown Advisory

Brown Advisory

Verified Company

Baltimore, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

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

The Client Onboarding Analyst will be responsible for the facilitation of all aspects of the account opening process for new and existing clients of the Firm across both our private client and institutional business lines.

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

Support and facilitate all aspects of the account opening and funding process for all clients in the Institutional and Private Client businesses.
Communicate in a timely manner with internal Client Service and Relationship Managers to acquire necessary client KYC documentation for account opening and funding.
Manage inbound queue of ticket requests within internal task management system to ensure timely execution of tasks. Adhere to established SLAs and goals.
Partner with external custodian partners to open accounts, fund accounts, process daily account maintenance requests and complete any due diligence related audits and reports.
Use appropriate judgement to escalate issues and exception requests against firm policies and procedures, and own the resolution communication to impacted stakeholders.
Manage all aspects of proxy voting operations and provide proactive reporting and assistance in answering prospective client request for proposals (RFPs).
Partner with other supporting areas such as Legal, Compliance, Internal Controls, Technology, Client Services and other operational teams to deliver on firm goals.
Consistently create an improved operating environment by proactively identifying and escalating control gaps and proposing and instituting best practices and tools to be more efficient and effective.
Lead and contribute to firmwide and departmental valueadd projects and present project findings to leadership and other stakeholders as needed.

Minimum Qualifications:

Bachelor's degree required
13 years' work experience
Ability to handle confidential material with utmost discretion
Strong level of attention to detail and proven ability to work under pressure with multiple priorities and a sense of urgency
Must have the ability to work effectively and efficiently in a fastpaced, team environment.
Strong decision making, organization, and communication skills, both written and verbal.
Excellent client service orientation and must possess a clientfirst mentality; demonstrated flexibility and strong followup skills.

Desired Qualifications: