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, as well as internally at the firm. The role involves processing cash & security transfers, establishing new accounts, preparing tax reporting, and maintaining client information within Portfolio Management Software.

Responsibilities

• Communicate frequently with clients, act as the liaison between team and client, and troubleshoot problems as they arise, promptly and with care
• Handle client and accountant queries and requests, establish custodial accounts, and assist client in completing firm and custodian paperwork
• Portfolio cash management – attend to recurring and ad hoc cash and security transfer requests; complete ACH and wire transfers as required
• Support investment team with the initiation of trades with various managers and custodians, and general support of portfolio and investment strategies
• Manage client information within Portfolio Management and Accounting Software- review client transactions, activity, and alternative investment valuations
• Coordinate monthly client statements and quarterly management fees
• Interact with all levels of BBR staff and management

Skills

• Collaborative and organized
• Focused on upholding BBR's exceptional standards of service and hospitality
• Communicate frequently with clients
• Act as the liaison between team and client
• Troubleshoot problems as they arise, promptly and with care
• Handle client and accountant queries and requests
• Establish custodial accounts
• Assist client in completing firm and custodian paperwork
• Portfolio cash management
• Attend to recurring and ad hoc cash and security transfer requests
• Complete ACH and wire transfers as required
• Support investment team with the initiation of trades with various managers and custodians
• General support of portfolio and investment strategies
• Manage client information within Portfolio Management and Accounting Software
• Review client transactions, activity, and alternative investment valuations
• Coordinate monthly client statements and quarterly management fees
• Interact with all levels of BBR staff and management
• 1-3 years of post-undergraduate relevant work experience
• Must be a team player and possess a client first attitude
• Ability to prioritize and manage multiple tasks at once
• Knowledge of portfolio administration and various custodial interfaces
• Experience working with private high net-worth clients and/or institutional clients
• Proficiency in MS Word, Excel, Outlook, CRM software, ACH and wire transfers
• Exposure to Portfolio Management Software such as Advent APX

Benefits

• Company subsidized health, dental and vision insurance for employee, partner, and dependents.
• 401K plan, Life insurance, and short & long-term disability coverage.
• One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
• Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
• Flexible time off, paid parental leave, and opportunity for Sabbatical with company tenure.
• Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress.
• New office space with a variety of perks and amenities including catered lunches and stocked pantry.

Company Overview