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