BBR Partners | Client Service Associate

BBR Partners is searching for a Client Service Associate to serve as a vital member of the team, delivering superior client service externally to clients and third parties (i.e., custodians and accountants), as well as internally at the firm. Responsibilities include processing cash & security transfers, establishing new accounts at various custodians, preparing tax reporting, and maintaining client information within Portfolio Management Software for reporting. The right candidate is collaborative, organized, and focused on upholding BBR's exceptional standards of service and hospitality.ResponsibilitiesCommunicate frequently with clients, act as the liaison between team and client, and troubleshoot problems as they arise, promptly and with careHandle client and accountant queries and requests, establish custodial accounts, and assist client in completing firm and custodian paperworkPortfolio cash management - attend to recurring and ad hoc cash and security transfer requests; complete ACH and wire transfers as requiredSupport investment team with the initiation of trades with various managers and custodians, and general support of portfolio and investment strategiesManage client information within Portfolio Management and Accounting Software- review client transactions, activity, and alternative investment valuationsCoordinate monthly client statements and quarterly management feesInteract with all levels of BBR staff and managementPreferred Qualifications1+ years of post-undergraduate relevant work experienceMust be a team player and possess a client first attitudeAbility to prioritize and manage multiple tasks at onceKnowledge of portfolio administration and various custodial interfacesExperience working with private high net-worth clients andor institutional clientsProficiency in MS Word, Excel, Outlook, CRM software, ACH, and wire transfersExposure to Portfolio Management Software such as Advent APXWhat We OfferCompetitive base salary and incentive compensationCompany subsidized medicalRx, dental and vision insurance for employee, partner, and dependents401K plan, Life insurance, and short & long-term disability coverageOne Medical membership (covered for employee and dependents), Employee assistance program (EAP), Gym reimbursement and other wellness offeringsPre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent carePersonalized development and career growth opportunitiesVolunteerism opportunities and matching gift programFlexible time off, paid parental leave, and Sabbatical with company tenureHybrid remote work environment, "Work from Anywhere" weeks, and casual dressNew office space with a variety of perks and amenities including catered lunches and stocked pantryAdditional InformationBase salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $75,000 and $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual departmentteam performance, and market factors.We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, inherently collaborative, and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Created: 2025-01-16