Lauren Casto

Experience

1. Institutional Relationship Associate

   Brown Advisory

   Oct 2019 — Present · Baltimore, MD, US

   Works closely with the Relationship Managers to deliver exceptional client service and a positive experience for an assigned group of institutional client relationships-Builds rapport with clients, as well as the client’s partners such as consultants, custodians, and auditors-Represents the firm as the client’s primary operational point of contact-Monitors client requests for information, questionnaires, performance, and operational issues-Document meaningful client interactions in Salesforce-Addresses client issues and seek ways to creatively enhance and solidify client relationships-Coordinates responses to clients’ needs and inquiries regarding due diligence, operations and communications support-Manages onboarding and off-boarding for institutional clients through coordination with the client, the relationship manager and Operations colleagues to ensure a smooth transition-Tracking and communicating client cash flows-Maintaining and reconciling account information/contact data on relevant systems-Regularly updating data in our systems to reflect changes as they occur and verifying and reconciling account information and activity with internal teams-Works with internal and external constituents to resolve day-to-day client issues consistent with internal policies and procedures and with adherence to escalation protocols-Produces, reviews and delivers monthly, quarterly, yearly and ad-hoc client reports, due diligence questionnaires, audit requests and proxy reports-Pre-Client Meeting Preparation - Collaborates with senior colleagues in advance of meetings to determine and assist in preparing, collecting and reviewing content from other internal teams. Attends client meetings as needed or requested-Develops and maintains policies and procedures used by the Institutional client service team-Works on projects in partnership with Head of U.S. Institutional Sales & Service.

Education

• Towson University

  Bachelor of Science (BS), Psychology with a Minor in Business Administration

  2011 — 2015

• The Johns Hopkins University - Carey Business School

  Master of Business Administration - MBA

Skills

• Project Management
• Microsoft Word
• Strategic Planning
• Investment Operations
• Research
• Microsoft Powerpoint
• Leadership
• Event Planning
• Social Media
• Public Speaking
• Microsoft Office
• Sales
• Management
• Time Management
• Customer Service
• Powerpoint
• Microsoft Excel
• Marketing