Wealth Client Services Associate — Hybrid Role

BakerAvenue; Southlake (TX); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical benefits

401k with match

Wellness stipend

Parental bonding leave

Donation match

Birthday PTO

Learning and Development stipend

Volunteer PTO

Commuter benefits

Employee assistance program

Job summary

BakerAvenue in Texas is seeking a Client Service Associate to join a collaborative wealth management team, supporting prospects, clients, and partners with precision and care.

The role emphasizes partnering with Wealth Advisory and Operations, managing client onboarding, documentation, and ongoing account maintenance while delivering exceptional service in a high-net-worth environment.

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

• Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience
• Responsible for the account establishment process by preparing, opening and processing new client paperwork
• Accountable for ensuring key client information and documentation is up to date
• Interact with custodian broker/dealer, outside money managers, mutual funds, insurance and annuity companies
• Responsible for facilitating money movement requests, account research, data entry, client onboarding/offboarding
• Responsible for resolving client issues and processing various account maintenance requests in a timely manner
• Strategically partner with the Wealth Advisory team and other team members to research information needed to prepare documents for client meetings
• Establish and maintain ongoing relationships with clients

Skills

Client service

Communication

Time management

Organization

Problem solving

Tools

Salesforce

MS Office

Job description

BakerAvenue in Texas is seeking a Client Service Associate to join a collaborative wealth management team, supporting prospects, clients, and partners with precision and care.

The role emphasizes partnering with Wealth Advisory and Operations, managing client onboarding, documentation, and ongoing account maintenance while delivering exceptional service in a high-net-worth environment.