Client Service Analyst

Baker Street Advisors, LLC; San Francisco (CA); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

401(k) plan

HSA contributions

FSA

Disability insurance

Education reimbursement

Paid time off

Job summary

Baker Street Advisors LLC in San Francisco, CA, seeks an Analyst to support advisors and senior client service professionals in delivering accurate, timely service to high-net-worth clients. You will learn the firm’s systems while assisting with client onboarding, account administration, transactions, and day-to-day service requests.

This role emphasizes clear communication, proactive problem-solving, and meticulous data handling, with training and collaboration across a talented team.

Qualifications

• Bachelor’s degree required; internships or experience in client service, administration, financial services, accounting, or a similar field are helpful but not required.
• Initiative, strong organizational skills, attention to detail, and a commitment to follow-through.
• Exceptional verbal and written communication skills.
• A genuine interest in helping clients and colleagues.
• Ability to think critically, anticipate issues, and solve problems, with strong analytical skills.
• Ability to thrive while managing multiple priorities, meet deadlines, and remain composed when work is time-sensitive.
• Deep curiosity and willingness to learn about our business, work processes, and financial markets
• Ability to work collaboratively and take ownership of your responsibilities.
• Proficient with Microsoft Excel, Word, Outlook, and Adobe Acrobat
• “No task is too small” mentality
• Discretion and sound judgment when handling confidential information.

Responsibilities

• Provide day-to-day operational support to advisors and the client service team.
• Assist with new client onboarding, account opening, engagement agreements, investment policy statements, and other client paperwork.
• Support account-related activities such as transfers, wires, checks, trades, and portfolio rebalancing under the direction of experienced team members.
• Prepare materials for client meetings and help track follow-up items and next steps.
• Manage databases.
• Manage ad hoc projects involving key process steps and portfolio updates
• Communicate professionally with clients, custodians, vendors, and internal partners to support the timely flow of information needed for key decisions
• Play a critical role in escalating non-routine, sensitive, or time-critical issues to the appropriate advisor or service team lead
• Contribute to special projects and help improve key aspects of the client experience, including team processes, documentation, and data quality.

Skills

Analytical thinking

Exceptional communication

Organizational skills

Team collaboration

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Adobe Acrobat

Job description

• Manage databases.

What We Do

Baker Street Advisors LLC is a leading wealth management firm based in San Francisco, CA, managing over $20 billion in client assets. Founded in 2003, we specialize in delivering customized wealth management solutions to financially successful families and individuals.

Our mission is to provide independent, unbiased advice built on trust, integrity, and unparalleled service. Our team of experienced investment and advisory professionals offers a level of personalized service that is second to none—helping clients navigate complex financial challenges with confidence. Our reputation and continued success are a direct reflection of the dedication and talent of the people who make up our team.

Why You Will Love This Role

This role offers a motivated early-career professional the opportunity to build foundational skills and knowledge in private wealth management and become a key member of our client service team on day one. We have a mission-based culture that values exceptional individuals who are committed to raising the bar in client service and experience—reflected in our 99% client retention rate and history of steady, consistent growth.

Our name, Baker Street, draws inspiration from Arthur Conan Doyle’s Sherlock Holmes, whose fictional address was 221B Baker Street. Like Holmes himself, our approach to wealth management is research-based, analytical, and grounded in simplicity and transparency.

Who We Look For

We are seeking a self-starter who is organized, curious, and dedicated to delivering exceptional service and wants to make an impact in a thriving business. If you like challenges and want to be part of a collaborative and high-performing team, this may be the role for you!

The Analyst will support advisors and senior client service professionals in delivering accurate, timely, and thoughtful service to high-net-worth clients. You will learn Baker Street’s systems and processes while assisting with client onboarding, account administration, transactions, record maintenance, and day-to-day service requests.

Success in this role requires more than completing routine tasks. You will help create an efficient and unmatched client experience by using exceptional communication skills to clarify requests, proactively share important information, follow through on commitments, and exercise solid judgment to raise questions or concerns early.

You will join a team that values high-quality work, thoughtful client service, continuous learning, and a values-oriented culture that fosters connection and collaboration with our clients.

Resposibilities

• Provide day-to-day operational support to advisors and the client service team.
• Assist with new client onboarding, account opening, engagement agreements, investment policy statements, and other client paperwork.
• Support account-related activities such as transfers, wires, checks, trades, and portfolio rebalancing under the direction of experienced team members.
• Prepare materials for client meetings and help track follow-up items and next steps.
• Manage databases.
• Manage ad hoc projects involving key process steps and portfolio updates
• Communicate professionally with clients, custodians, vendors, and internal partners to support the timely flow of information needed for key decisions
• Play a critical role in escalating non-routine, sensitive, or time-critical issues to the appropriate advisor or service team lead
• Contribute to special projects and help improve key aspects of the client experience, including team processes, documentation, and data quality.

Requirements

• Bachelor’s degree required; relevant internships or experience in client service, administration, financial services, accounting, or a similar field are helpful but not required.
• Initiative, strong organizational skills, attention to detail, and a commitment to follow-through.
• Exceptional verbal and written communication skills.
• A genuine interest in helping clients and colleagues.
• Ability to think critically, anticipate issues, and solve problems, with strong analytical skills.
• Ability to thrive while managing multiple priorities, meet deadlines, and remain composed when work is time-sensitive.
• Deep curiosity and willingness to learn about our business, work processes, and financial markets
• Ability to work collaboratively and take ownership of your responsibilities.
• Proficient with Microsoft Excel, Word, Outlook, and Adobe Acrobat
• “No task is too small” mentality
• Discretion and sound judgment when handling confidential information.

Starting salary: $80,000 depending on experience. Full benefits include health, dental, and life insurance, plus a 401(k) plan.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

401k and Roth 401k Retirement PlansHealth Savings Account with Employer ContributionsFlexible Spending Plans for Health Care and Dependent CareMedical, Dental, Vision, and Life InsuranceShort- & Long-Term Disability InsuranceGroup Paid Life and AD&D InsuranceProfessional Education ReimbursementMBA Degree ReimbursementFamily Leave BenefitsUnlimited Paid Time Off