Client Services Analyst

Baker Street Advisors, LLC; San Francisco (CA); Presencial; USD 72.000 - 88.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Life insurance

401(k) plan

Descripción de la vacante

Baker Street Advisors LLC in San Francisco is seeking an Analyst to join the client service team. You will support advisors, help with onboarding, account administration, and day-to-day service requests for high-net-worth clients.

This role offers an early-career professional the chance to build foundational wealth management knowledge in a collaborative, mission-driven culture. We value initiative, clear communication, and meticulous work.

Formación

• Bachelor's degree required; internships or experience in client service help but are not required.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication.
• Desire to deliver exceptional client service.
• Ability to learn Baker Street's systems and processes quickly.

Responsabilidades

• Provide day-to-day operational support to advisors and the client service team.
• Assist with new client onboarding, account opening, and paperwork.
• Support transfers, wires, checks, trades, and portfolio rebalancing.
• Prepare materials for client meetings and track follow-ups.
• Communicate professionally with clients and partners to ensure timely information flow.
• Escalate non-routine or time-sensitive issues to the appropriate advisor.
• Contribute to special projects and enhance client experience and data quality.

Conocimientos

Organizational skills

Verbal and written communication

Analytical thinking

Attention to detail

Team collaboration

Initiative

Educación

Bachelor’s degree

Herramientas

Microsoft Excel

Microsoft Word

Microsoft Outlook

Adobe Acrobat

Descripción del empleo

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 sound 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.

Responsibilities

• Provide day-to-day operational support to advisors and the client service team
• A ssist 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 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.