Hybrid Wealth Client Services Associate

bakerave; Southlake (TX); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Health savings account

Wellness stipend

Bereavement leave

401k match

Commuter benefits

Parental bonding leave

Donation match

Birthday PTO

Learning stipend

Volunteer PTO

Cell phone allowance

Job summary

BakerAvenue Wealth Management in the United States is seeking a Client Service Associate to join our hybrid team and help deliver an exceptional experience to prospects, clients, and partners. The role will partner with Wealth Advisory and Operations to support daily client activity.

Ideal candidates bring 3+ years in client-focused operations, comfort with senior leaders, and strong problem-solving. You will manage paperwork, onboarding, and ongoing client relationships while collaborating

Qualifications

• 3+ years of client-focused operations experience, preferably in a wealth/advisory environment.
• Ability to work directly with senior leaders and high-net-worth clients.
• Strong problem-solving and deadline-driven with keen attention to detail.

Responsibilities

• Partner with Wealth Advisory and Operations teams to deliver an impeccable client experience.
• Establish new client paperwork and account opening processes.
• Maintain up-to-date client information and documentation.
• Interact with custodians, money managers, mutual funds, and insurers.
• Facilitate money movement requests, account research, data entry, onboarding/offboarding.
• Resolve client issues and process account maintenance requests promptly.
• Prepare documents for client meetings and research information as needed.
• Build and maintain ongoing client relationships.

Skills

Client-focused operations

Salesforce experience

MS Office

Communication skills

Relationship management

Tools

Salesforce CRM

Job description

BakerAvenue Wealth Management in the United States is seeking a Client Service Associate to join our hybrid team and help deliver an exceptional experience to prospects, clients, and partners. The role will partner with Wealth Advisory and Operations to support daily client activity.

Ideal candidates bring 3+ years in client-focused operations, comfort with senior leaders, and strong problem-solving. You will manage paperwork, onboarding, and ongoing client relationships while collaborating