Client Service Associate

BBR Partners

New York (NY)

Hybrid

USD 80,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Competitive base salary

Health, dental, and vision insurance

401K plan

Flexible time off

Gym reimbursement

New office space with perks

Job summary

A financial services firm is seeking a Client Service Associate in New York. The ideal candidate will deliver exceptional client service, manage transfers, and support portfolio management activities. They will need relevant experience, strong organizational skills, and a collaborative attitude. This role offers a competitive salary, comprehensive benefits including health insurance and a 401K plan, and opportunities for career development with a hybrid work environment.

Qualifications

1-3 years of relevant work experience in client services.
Ability to prioritize and manage multiple tasks successfully.
Excellent communication skills for client interactions.

Responsibilities

Act as a liaison between clients and the team to troubleshoot issues.
Manage cash and security transfers as well as prepare tax reports.
Coordinate monthly client statements and quarterly fees.

Skills

Client first attitude

Portfolio administration knowledge

Proficiency in MS Office

Multi-tasking abilities

Experience with high net-worth clients

Education

Post-undergraduate experience

Tools

Portfolio Management Software

CRM software

Job description

Direct message the job poster from BBR Partners

Director of Talent Acquisition at BBR Partners

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.

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

Preferred Qualifications

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

What We Offer

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.

Additional Information

Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $80,000 and $90,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

We value and seek diversity of thought and equity of representation. The environment at BBR is inclusive of all, inherently collaborative, and endlessly curious. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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