Wealth Client Experience Associate - Hybrid

Talentify; Southlake (TX); Hybrid; USD 58,000 - 72,000; Full time

Benefits offered by this job

Health benefits

401k with match

Parental bonding leave

Wellness stipend

Volunteer PTO

Commuter benefits

Job summary

BakerAvenue Wealth Management seeks a Client Service Associate to support prospects, clients, and partners within a collaborative team. You will assist with onboarding, documentation, and ongoing client servicing while coordinating with multiple internal teams.

The role is hybrid with in-office presence Monday-Wednesday, focusing on delivering a superior client experience and maintaining accurate client data and processes.

Qualifications

• 3+ years client-focused operations experience
• Excellent written and verbal communication
• Ability to work under pressure in a fast-paced environment
• Reliable, organized and deadline driven
• Collaborative and self-directed work style
• Experience with Salesforce a plus
• Proficient in MS Office

Responsibilities

• Partner with Wealth Advisory and Operations teams to deliver an impeccable client experience
• Handle account establishment: prepare, open and process new client paperwork
• Keep client information and documentation up to date
• Interact with custodians, outside managers and funds/insurers
• Facilitate money movement requests, account research, data entry and onboarding/offboarding
• Resolve client issues and process account maintenance requests promptly
• Research information to prepare documents for client meetings
• Establish and maintain ongoing client relationships

Job description

BakerAvenue Wealth Management seeks a Client Service Associate to support prospects, clients, and partners within a collaborative team. You will assist with onboarding, documentation, and ongoing client servicing while coordinating with multiple internal teams.

The role is hybrid with in-office presence Monday-Wednesday, focusing on delivering a superior client experience and maintaining accurate client data and processes.