Hybrid Wealth Client Services Associate

Baker Avenue; Southlake (TX); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life/ Disability

401k with 3% match

Commuter benefits

Parental bonding leave

Birthday PTO

Learning and Development stipend

Volunteer PTO

Monthly cell phone allowance

Job summary

BakerAvenue is seeking a Client Service Associate to collaborate within a dedicated team and deliver outstanding service to prospects, clients, and partners. This role supports internal teams and works on projects independently.

Key duties include establishing new client paperwork, maintaining up-to-date client data, and coordinating with custodians and fund managers to ensure a seamless client experience. Hybrid role with in-office presence Mon-Wed.

Qualifications

• 3+ years client-focused operations experience required, preferably at an RIA, broker/dealer or similar firm.
• Confidence to work directly with senior leaders and high-net-worth clients.
• Proven success solving problems and working under pressure in a fast-paced environment.
• Reliable, organized and deadline driven.
• Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work.

Responsibilities

• Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience
• Responsible for the account establishment process by preparing, opening and processing new client paperwork
• Accountable for ensuring key client information and documentation is up to date
• Interact with custodian broker/dealer, outside money managers, mutual funds, insurance and annuity companies
• Responsible for facilitating money movement requests, account research, data entry, client onboarding/offboarding
• Responsible for resolving client issues and processing various account maintenance requests in a timely manner
• Strategically partner with the Wealth Advisory team and other team members to research information needed to prepare documents for client meetings
• Establish and maintain ongoing relationships with clients

Skills

Client service

Communication

Time management

Problem solving

Team collaboration

Tools

Salesforce

MS Office

Job description

BakerAvenue is seeking a Client Service Associate to collaborate within a dedicated team and deliver outstanding service to prospects, clients, and partners. This role supports internal teams and works on projects independently.

Key duties include establishing new client paperwork, maintaining up-to-date client data, and coordinating with custodians and fund managers to ensure a seamless client experience. Hybrid role with in-office presence Mon-Wed.