Client Service Associate

BBR Partners • San Francisco, CA

43d • $80,000 - $90,000 • Hybrid

About The Position

BBR Partners is seeking a Client Service Associate to play a central role in delivering exceptional client and operational support. This role sits at the intersection of clients, advisors, and custodians, owning the details that keep portfolios and relationships running seamlessly.

Requirements

• 1–3 years of relevant experience
• Strong organization and ability to manage multiple priorities
• A true client-first mindset and team-oriented approach
• Familiarity with portfolio administration and custodial platforms
• Proficiency in Excel, Outlook, CRM tools, and money movement processes

Nice To Haves

• Experience supporting high-net-worth or institutional clients preferred
• Exposure to portfolio systems (e.g., Advent APX) a plus

Responsibilities

• Serve as a key point of contact for clients, accountants, and custodians, resolving requests quickly and thoughtfully
• Execute cash management activity, including wires, ACHs, and security transfers
• Open and maintain client accounts across custodians; guide clients through required documentation
• Support trade execution and ongoing portfolio activity with internal and external partners
• Maintain accurate client data in portfolio/accounting systems; monitor transactions and valuations
• Coordinate client reporting, including monthly statements and quarterly fee processing
• Collaborate across teams to proactively solve problems and keep work moving

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed