Client Service Associate

Direct message the job poster from B  Partners

B  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 B ’s exceptional standards of service and hospitality.

• 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 B  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

• 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.

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 B  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.

• Associate

• Full-time

• Administrative, Project Management, and Consulting

• Investment Management and Financial Services

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