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
BBR Partners is an investment banking company that provides wealth management services. It was founded in 2000, and is headquartered in New York, New York, USA, with a workforce of 51-200 employees. Its website is http://bbrpartners.com.
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