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