Client Service Associate

bakerave; Southlake (TX); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Health savings account

Wellness stipend

Bereavement leave

401k match

Commuter benefits

Parental bonding leave

Donation match

Birthday PTO

Learning stipend

Volunteer PTO

Cell phone allowance

Job summary

BakerAvenue Wealth Management in the United States is seeking a Client Service Associate to join our hybrid team and help deliver an exceptional experience to prospects, clients, and partners. The role will partner with Wealth Advisory and Operations to support daily client activity.

Ideal candidates bring 3+ years in client-focused operations, comfort with senior leaders, and strong problem-solving. You will manage paperwork, onboarding, and ongoing client relationships while collaborating

Qualifications

• 3+ years of client-focused operations experience, preferably in a wealth/advisory environment.
• Ability to work directly with senior leaders and high-net-worth clients.
• Strong problem-solving and deadline-driven with keen attention to detail.

Responsibilities

• Partner with Wealth Advisory and Operations teams to deliver an impeccable client experience.
• Establish new client paperwork and account opening processes.
• Maintain up-to-date client information and documentation.
• Interact with custodians, money managers, mutual funds, and insurers.
• Facilitate money movement requests, account research, data entry, onboarding/offboarding.
• Resolve client issues and process account maintenance requests promptly.
• Prepare documents for client meetings and research information as needed.
• Build and maintain ongoing client relationships.

Skills

Client-focused operations

Salesforce experience

MS Office

Communication skills

Relationship management

Tools

Salesforce CRM

Job description

Since 2004, BakerAvenuehas 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.

This is a hybrid role that requires in-office presence Monday-Wednesday.

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.

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 - up to 100% of salary for 12 weeks
• 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

BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.