Private Wealth Client Services Analyst (SF)

Baker Street Advisors, LLC; San Francisco (CA); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

401(k) plan

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Organizational skills

Verbal and written communication

Analytical thinking

Attention to detail

Team collaboration

Initiative

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Adobe Acrobat

Job description

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.