Wealth Client Service Associate - Hybrid (SF Bay Area)

Talentify; San Francisco (CA); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k with match

Commuter benefits

Parental bonding leave

Volunteer PTO

Job summary

BakerAvenue is a San Francisco-based wealth management firm seeking a Client Service Associate to support the Wealth Advisory and Operations teams in delivering an exceptional client experience.

Ideal candidates will have 3+ years in client-focused operations, strong communication skills, and experience with Salesforce. This hybrid role requires in-office presence Monday-Wednesday in the Bay Area.

Qualifications

• 3+ years client-focused operations experience required, preferably at an RIA, broker/dealer or similar firm.
• Confidence to work directly with senior leaders and high-net worth clients.
• Proven success solving problems and working under pressure in a fast-paced environment.
• Reliable, organized and deadline driven.
• Dedicated, goal-oriented, and able to work well in a self-directed and collaborative environment.
• Excellent written and verbal communication skills, time management and the ability to multi-task and prioritize work.
• Previous experience with Salesforce and multiple custodial relationships a plus.
• Efficient computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required.
• Knowledge of office administrator responsibilities, systems and procedures

Responsibilities

• Partner with Wealth Advisory and Operations to deliver an impeccable client experience.
• Handle account establishment: prepare, open and process new client paperwork.
• Maintain up-to-date client information and documentation.
• Interact with custodians, outside money managers, mutual funds, insurance and annuity companies.
• Facilitate money movement requests, account research, data entry, onboarding/offboarding.
• Resolve client issues and process account maintenance requests promptly.
• Research information for client meeting documents in collaboration with the Wealth Advisory team.
• Establish and maintain ongoing client relationships.

Skills

Client operations

Relationship building

Communication

Time management

Team collaboration

Tools

Salesforce

MS Office

Job description

BakerAvenue is a San Francisco-based wealth management firm seeking a Client Service Associate to support the Wealth Advisory and Operations teams in delivering an exceptional client experience.

Ideal candidates will have 3+ years in client-focused operations, strong communication skills, and experience with Salesforce. This hybrid role requires in-office presence Monday-Wednesday in the Bay Area.