Hybrid Client Service Associate – Wealth Management

BakerAvenue; San Francisco (CA); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k with match

Commuter benefits

Parental bonding leave

Volunteer PTO

Job summary

BakerAvenue in San Francisco is seeking a Client Service Associate to collaborate with the Wealth Advisory and Operations teams and deliver outstanding service to prospects, clients, and partners.

The role emphasizes in-office presence Monday-Wednesday as part of a hybrid work arrangement, with support functions across internal teams and projects handled both collaboratively and independently.

Qualifications

• 3+ years of client-focused operations experience.
• Experience at an RIA, broker/dealer or similar firm is preferred.
• Confident working with senior leaders and high-net-worth clients.
• Reliable, organized and deadline-driven.
• Self-directed yet collaborative in a fast-paced environment.
• Excellent written and verbal communication; strong time management and multitasking skills.

Responsibilities

• Partner with Wealth Advisory and Operations to deliver a flawless client experience.
• Oversee account establishment by preparing, opening and processing new client paperwork.
• Ensure client information and documentation are current and accurate.
• Interact with custodian broker/dealer, external money managers, mutual funds, insurers and annuity companies.
• Facilitate money movement requests, account research, data entry and onboarding/offboarding.
• Resolve client issues and process various account maintenance requests promptly.
• Collaborate with Wealth Advisory to prepare documents for client meetings.
• Establish and maintain ongoing relationships with clients.

Skills

Communication skills

Time management

Multitasking

Salesforce

MS Office

Tools

Salesforce

MS Office

Job description

BakerAvenue in San Francisco is seeking a Client Service Associate to collaborate with the Wealth Advisory and Operations teams and deliver outstanding service to prospects, clients, and partners.

The role emphasizes in-office presence Monday-Wednesday as part of a hybrid work arrangement, with support functions across internal teams and projects handled both collaboratively and independently.