Client Onboarding Associate

September 7

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BBR Partners

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BBR grows & preserves wealth by designing customized investment programs for a select group of individuals and families.

Multi-Family Office

51 - 200

Description

• BBR is currently seeking a Client Onboarding Associate. • This position requires a detail-oriented approach to ensure that our reporting, databases, and ongoing processes are accurately maintained. • Key responsibilities include preparing client paperwork, performing data governance, and inputting and monitoring client information across various internal systems. • The ideal candidate is client-service minded, exceptionally organized, and independently driven.

Requirements

• 1+ years of post-undergraduate relevant work experience ideally in client service within the financial sector. • Must be a team player and possess a client-first attitude. • Ability to prioritize and manage multiple tasks at once. • Proven written and verbal communication skills. • Ability to adapt easily and learn new technologies/systems. • Knowledge of portfolio administration and brokerage systems or applications. • Experience working with private, high net-worth clients and/or institutional clients. • Background in fund structures and investment types. • Proficiency in MS Word, Excel, Outlook, CRM software, DocuSign, and Microsoft. • Proficiency in Portfolio Management Software such as Advent.

Benefits

• Opportunity to work with and learn from accomplished and gracious colleagues. • 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), 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 and paid parental leave, as well as 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.