Client Service & Operations Associate, Wealth Advisory

Baker Tilly Advisory Group, LP; Kentucky; On-site; USD 70,000 - 92,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a detail-oriented Client Service Associate to join our Registered Investment Advisor team in the United States. The role centers on delivering exceptional client service, supporting financial advisors, and coordinating account administration and onboarding with accuracy and discretion.

The ideal candidate brings 3+ years in financial services or client service, a Bachelor's degree, and strong communication skills.

Qualifications

• Bachelor’s degree required.
• 3+ years in financial services or client service required.
• Strong organizational, communication, and problem-solving skills.

Responsibilities

• Serve as primary contact for client service requests.
• Prepare reports and client correspondence.
• Maintain CRM records and assist advisors with planning.
• Coordinate account administration and onboarding.

Skills

Client service

Relationship management

Attention to detail

CRM experience

Education

Bachelor's degree

Tools

CRM systems (Redtail, Salesforce)

Microsoft Office

Job description

Baker Tilly Advisory Group, LP is seeking a detail-oriented Client Service Associate to join our Registered Investment Advisor team in the United States. The role centers on delivering exceptional client service, supporting financial advisors, and coordinating account administration and onboarding with accuracy and discretion.

The ideal candidate brings 3+ years in financial services or client service, a Bachelor's degree, and strong communication skills.