BBR Partners · 5 hours ago
Client Service Associate
New York, NY
Full-time
Hybrid
Entry Level
$80K/yr - $90K/yr
1+ years expBBR 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.
BankingFinancial Services
Hiring Manager
Regina Gatti
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
Qualification
Required
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
Preferred
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
BBR Partners
BBR Partners is an investment banking company that provides wealth management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett H. Barth
Co-Founder, Co-Chief Executive Officer & Member of Executive Committee and Investment Committee
Recent News
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