Client Service Associate

BBR Partners•New York, NY

6d•$80,000 - $90,000•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

1-3 years of post-undergraduate relevant work experience

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

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.