Client Service Associate

BakerAve; San Francisco (CA); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k match

Wellness stipend

Bereavement leave

Commuter benefits

Parental leave

Learning stipend

Volunteer PTO

Cell phone allowance

Job summary

BakerAvenue in San Francisco is seeking a Client Service Associate to join the Bay Area team. You will collaborate with the Wealth Advisory and Operations groups to deliver our clients an impeccable experience.

This hybrid role requires in-office presence Monday through Wednesday, with responsibilities including onboarding new clients, processing paperwork, maintaining client information, and coordinating with custodians and money managers.

Qualifications

• 3+ years of client-focused operations experience, preferably at a wealth or financial services firm.
• Ability to interact with senior leaders and high-net-worth clients.
• Proven problem-solving skills and the ability to work under pressure in a fast-paced environment.
• Strong written and verbal communication and time-management skills.
• Familiarity with Salesforce and custodial relationships is a plus.

Responsibilities

• Partner with Wealth Advisory and Operations teams to deliver an impeccable client experience.
• Lead onboarding: opening and processing new client paperwork and maintaining accuracy of client data.
• Coordinate with custodians, money managers, mutual funds, and insurers as needed.
• Handle money movement requests and account maintenance tasks promptly.

Skills

3+ years client-focused operations

High-net-worth client experience

Excellent communication

Deadline-driven

Self-directed and collaborative

Salesforce

MS Office suite

Tools

Salesforce

MS Office

Job description

Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts and foundations. We are headquartered in San Francisco with offices in New York, Dallas, Houston, San Diego, Atlanta and Naples.

At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.

BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence including our award-winning culture has maintained our Great Place to Work certification.

The Role

We are seeking a Client Service Associate. The Client Service Associate plays a critical role in collaborating within a dedicated team and providing outstanding service to prospects, clients, and partners.

The Client Service Associate will also be responsible for providing support functions to various internal teams and working on projects independently.

This position will be part of our San Francisco team and the ideal candidate will live in the Bay Area. This is a hybrid role that requires in-office presence Monday-Wednesday.

Responsibilities:

• Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience
• Responsible for the account establishment process by preparing, opening and processing new client paperwork
• Accountable for ensuring key client information and documentation is up to date
• Interact with custodian broker/dealer, outside money managers, mutual funds, insurance and annuity companies
• Responsible for facilitating money movement requests, account research, data entry, client onboarding/offboarding
• Responsible for resolving client issues and processing various account maintenance requests in a timely manner
• Strategically partner with the Wealth Advisory team and other team members to research information needed to prepare documents for client meetings
• Establish and maintain ongoing relationships with clients

Qualifications:

• 3+ years client-focused operations experience required, preferably at an RIA, broker/dealer or similar firm
• Confidence to work directly with senior leaders and high-net worth clients
• Proven success solving problems and working under pressure in a fast-paced environment
• Reliable, organized and deadline driven
• Dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment
• Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work
• Previous experience with Salesforce and multiple custodial relationships a plus
• Efficient computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required
• Knowledge of office administrator responsibilities, systems and procedures

Benefits:

• Medical / Dental / Vision / Life / Disability Insurance
• High-deductible plan option with health savings account
• Employee assistance program
• Wellness allowance – $75 monthly
• Bereavement leave – 3 days paid for immediate family member or pet
• 401k with 3% match
• Commuter benefits
• Parental bonding leave
• Donation match – up to $500 annually
• Birthday PTO
• Learning and Development stipend – up to $1000 annually
• Volunteer PTO – 1 day per quarter
• Monthly cell phone allowance – $75 month