Client Service Associate

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. What You’ll Do 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 Ope…