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.

Requirements

• 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

Benefits

• Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment
• Competitive base salary and incentive compensation
• 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
• Personalized development and career opportunities
• 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