Private Wealth Family Office Client Services Lead

bakerave; San Francisco (CA); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical/Dental/Vision/Life/Disability

Health savings account

Employee assistance program

Wellness allowance

Bereavement leave

401k with match

Commuter benefits

Parental bonding leave

Donation match

Birthday PTO

Learning stipend

Volunteer PTO

Cell phone allowance

Job summary

BakerAvenue Wealth Management seeks a Family Office Client Service Associate to support high-net-worth families, coordinating financial, administrative, and strategic initiatives in a hybrid San Francisco office. You will work with Wealth Advisors, families, and external professionals to ensure a seamless client experience.

The ideal candidate is highly organized, proactive, and discreet, capable of managing complex relationships, priorities, and sensitive information while delivering

Qualifications

• 3+ years of client service, operations, family office, wealth management, trust administration, or related experience.
• Experience supporting high-net-worth or ultra-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

• Serve as a primary service contact for Family Office clients and their trusted advisors.
• Develop and maintain strong client relationships built on responsiveness, professionalism, and trust.
• Proactively anticipate client needs and coordinate timely follow-up on service requests.
• Support and participate in client meetings, including preparation of meeting materials and follow-up action items.
• Coordinate with attorneys, CPAs, trustees, insurance professionals, bankers, and other third-party providers.
• Assist with entity administration, trust administration support, and document organization.
• Facilitate client requests related to cash management, private investments, real estate holdings, charitable entities, and special projects.
• Monitor and coordinate family office deliverables, deadlines, and ongoing initiatives.
• Support account opening, transfers, maintenance, and ownership updates.
• Assist with money movement requests, distributions, capital calls, and liquidity planning.
• Maintain accurate records of client assets, liabilities, entities, and key relationships.
• Coordinate collection of documents required for tax, audit, estate planning, and financial reporting purposes.
• Assist with the preparation and delivery of consolidated net worth reports and family office reporting.
• Coordinate data gathering from custodians, private investments, real estate assets, and outside institutions.
• Maintain family office records, reporting schedules, and client documentation.
• Ensure complete and accurate documentation within CRM and firm systems.
• Manage multiple client service requests simultaneously while meeting established deadlines.
• Track client action items and oversee follow-through across internal and external stakeholders.
• Identify opportunities to enhance processes and improve the client experience.
• Ensure compliance with firm policies, procedures, and regulatory requirements.
• Maintains proactive communication with internal and external stakeholders.

Skills

Organizational skills

Project management

Verbal communication

Written communication

Discretion with sensitive information

CRM proficiency

Microsoft Office

Custodial platforms

Independent and collaborative work

Tools

CRM systems

Microsoft Office

Custodial platforms

Job description

BakerAvenue Wealth Management seeks a Family Office Client Service Associate to support high-net-worth families, coordinating financial, administrative, and strategic initiatives in a hybrid San Francisco office. You will work with Wealth Advisors, families, and external professionals to ensure a seamless client experience.

The ideal candidate is highly organized, proactive, and discreet, capable of managing complex relationships, priorities, and sensitive information while delivering