Client Service Associate

About the role

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.

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
• Collaborate across teams to proactively solve problems and keep work moving

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
• Experience supporting high-net-worth or institutional clients preferred
• Proficiency in Excel, Outlook, CRM tools, and money movement processes
• Exposure to portfolio systems (e.g., Advent APX) a plus

Qualifications

• College degree or equivalent experience

Skills

• Excellent communication and interpersonal skills
• Attention to detail and accuracy
• Ability to prioritize and manage multiple tasks
• Strong problem-solving and analytical skills

Benefits

• Company subsidized health, dental and vision insurance for employee, partner, and dependents
• 401K plan
• Life insurance
• 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

Pay

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.

Schedule

This position offers a hybrid remote work environment, “Work from Anywhere” weeks, and casual dress.