Wealth Client Service Analyst: Onboarding & Data Excellence

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

HSA contributions

FSA

Disability insurance

Education reimbursement

Paid time off

Job summary

Baker Street Advisors LLC in San Francisco, CA, seeks an Analyst to support advisors and senior client service professionals in delivering accurate, timely service to high-net-worth clients. You will learn the firm’s systems while assisting with client onboarding, account administration, transactions, and day-to-day service requests.

This role emphasizes clear communication, proactive problem-solving, and meticulous data handling, with training and collaboration across a talented team.

Qualifications

• Bachelor’s degree required; internships or experience in client service, administration, financial services, accounting, or a similar field are helpful but not required.
• Initiative, strong organizational skills, attention to detail, and a commitment to follow-through.
• Exceptional verbal and written communication skills.
• A genuine interest in helping clients and colleagues.
• Ability to think critically, anticipate issues, and solve problems, with strong analytical skills.
• Ability to thrive while managing multiple priorities, meet deadlines, and remain composed when work is time-sensitive.
• Deep curiosity and willingness to learn about our business, work processes, and financial markets
• Ability to work collaboratively and take ownership of your responsibilities.
• Proficient with Microsoft Excel, Word, Outlook, and Adobe Acrobat
• “No task is too small” mentality
• Discretion and sound judgment when handling confidential information.

Responsibilities

• Provide day-to-day operational support to advisors and the client service team.
• Assist with new client onboarding, account opening, engagement agreements, investment policy statements, and other client paperwork.
• Support account-related activities such as transfers, wires, checks, trades, and portfolio rebalancing under the direction of experienced team members.
• Prepare materials for client meetings and help track follow-up items and next steps.
• Manage databases.
• Manage ad hoc projects involving key process steps and portfolio updates
• Communicate professionally with clients, custodians, vendors, and internal partners to support the timely flow of information needed for key decisions
• Play a critical role in escalating non-routine, sensitive, or time-critical issues to the appropriate advisor or service team lead
• Contribute to special projects and help improve key aspects of the client experience, including team processes, documentation, and data quality.

Skills

Analytical thinking

Exceptional communication

Organizational skills

Team collaboration

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Adobe Acrobat

Job description

Baker Street Advisors LLC in San Francisco, CA, seeks an Analyst to support advisors and senior client service professionals in delivering accurate, timely service to high-net-worth clients. You will learn the firm’s systems while assisting with client onboarding, account administration, transactions, and day-to-day service requests.

This role emphasizes clear communication, proactive problem-solving, and meticulous data handling, with training and collaboration across a talented team.