Family Office Client Service Associate — Wealth

Baker Avenue; San Francisco (CA); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Wellness allowance

Bereavement leave

401k with match

Commuter benefits

Parental leave

Donation match

Birthday PTO

L&D stipend

Volunteer PTO

Cell phone allowance

Job summary

BakerAvenue Wealth Management, based in San Francisco, seeks a Family Office Client Service Associate to deliver premier service and operational support for high-net-worth families. You will collaborate with Wealth Advisors, attorneys, CPAs, and custodians to coordinate financial and administrative initiatives while ensuring a seamless client experience.

The ideal candidate is highly organized, proactive, and comfortable managing complex client relationships and sensitive information.

Qualifications

• 3+ years of client service, operations, family office, wealth management, trust administration, or related experience.
• Experience supporting high-net-worth clients preferred.
• Strong organizational and project management skills.
• Exceptional verbal and written communication abilities.
• Ability to manage sensitive and confidential information with discretion.
• Proficiency with CRM systems, Microsoft Office, and custodial platforms.
• Demonstrated ability to work independently and collaboratively in a fast-paced environment.

Responsibilities

• Client Relationship Management: Serve as primary service contact for Family Office clients and trusted advisors; build strong relationships; anticipate needs; coordinate timely follow-up; support meetings with materials.

Skills

Client service

Operations

Wealth management

Trust administration

Discretion

Communication

Tools

CRM systems

Microsoft Office

Custodial platforms

Job description

BakerAvenue Wealth Management, based in San Francisco, seeks a Family Office Client Service Associate to deliver premier service and operational support for high-net-worth families. You will collaborate with Wealth Advisors, attorneys, CPAs, and custodians to coordinate financial and administrative initiatives while ensuring a seamless client experience.

The ideal candidate is highly organized, proactive, and comfortable managing complex client relationships and sensitive information.