Client Service Associate

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts and foundations. We are headquartered in San Francisco with offices in New York, Dallas, Houston, San Diego, Atlanta and Naples.
At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients. Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share.
BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence including our award-winning culture has maintained our Great Place to Work certification.
The Role
We are seeking a Client Service Associate. The Client Service Associate plays a critical role in collaborating within a dedicated team and providing outstanding service to prospects, clients, and partners.
The Client Service Associate will also be responsible for providing support functions to various internal teams and working on projects independently.
This position will be part of our San Francisco team and the ideal candidate will live in the Bay Area. This is a hybrid role that requires in-office presence Monday-Wednesday.
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
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
Benefits:
Medical / Dental / Vision / Life / Disability Insurance
High-deductible plan option with health savings account
Employee assistance program
Wellness allowance – $75 monthly
Bereavement leave – 3 days paid for immediate family member or pet
401k with 3% match
Commuter benefits
Parental bonding leave
Donation match – up to $500 annually
Birthday PTO
Learning and Development stipend – up to $1000 annually
Volunteer PTO – 1 day per quarter
Monthly cell phone allowance – $75 month

Employment type
Full Time

Work arrangement
No