Client Service Associate — Wealth Experience (Hybrid SF)

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

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.