Client Service Associate

Job Description

Job Description

Salary : $69k+

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, foundations, and endowments.Driven by our purpose, we strive to make a positive impact on society alongside financial return. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego and Florida.

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. Our award-winning culture has maintained our Great Place to Work certification, and we have earned our Diversio certification for our efforts to elevate diversity & inclusion. As a company committed to sustainability, we are honored to be a certified B Corporation and a signatory of Principles of Responsible Investment (PRI).

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.

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 :

Benefits :