BBR Partners
Client Service Associate
San Francisco, CA
Sponsorship not specifiedDetected 13 days ago
CRMAccountingExcelMicrosoft Office
About the role
- This role sits at the intersection of clients, advisors, and custodians, owning the details that keep portfolios and relationships running seamlessly.
- 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.
Responsibilities
- Open and maintain client accounts across custodians
- Support trade execution and ongoing portfolio activity with internal and external partners
- Maintain accurate client data in portfolio/accounting systems
- Collaborate across teams to proactively solve problems and keep work moving
- Strong organization and ability to manage multiple priorities
- Maintain accurate client data in portfolio/accounting systems; monitor transactions and valuations
- BBR Partners is seeking a Client Service Associate to play a central role in delivering exceptional client and operational support.
Requirements
- 1-3 years of relevant experience
- Familiarity with portfolio administration and custodial platforms
- Proficiency in Excel, Outlook, CRM tools, and money movement processes
- guide clients through required documentation
Nice to have
- Experience supporting high-net-worth or institutional clients preferred
- Exposure to portfolio systems (e.g., Advent APX) a plus
Compensation
- 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.
- 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.
- 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.
- Competitive base salary and incentive compensation.
Benefits
- Opportunity to collaborate with accomplished colleagues in an entrepreneurial and fast-paced environment.
- 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.
- New office space with a variety of perks and amenities including catered lunches and stocked pantry.
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This listing is sourced directly from BBR Partners's careers page and normalized into a canonical job model.