Institutional Client Service Specialist

About the role

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.

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
• 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

Requirements

• 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

Qualifications

• 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).

Benefits

• Competitive compensation package, including full benefits
• Medical, Dental, Vision, Wellness program participation incentive
• Financial wellness program
• Telemedicine Program (for those enrolled in Medical)
• Adoption Benefits
• Group Long Term Disability
• 401(k) (50% employer match up to IRS limit, 4 year vesting)