Client Service Associate

BakerAvenue Wealth Management

. Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver clients an impeccable experience .

Posted 9/28/2026full-timeSan Francisco • California • United StatesJuniorMid-Level💰 $69,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client-focused operations, with a strong ability to manage client relationships, process account maintenance, and ensure accurate documentation. Proficient in utilizing Salesforce and MS Office suite to enhance operational efficiency and support high-net worth clients.

Highest-signal resume keywords

Client-Focused Operations ExperienceSalesforce ProficiencyMS Office Suite SkillsProblem-Solving Under PressureExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client OnboardingAccount MaintenanceData EntryDocument PreparationMoney Movement FacilitationResearch SkillsTime ManagementMulti-TaskingOrganizational SkillsDeadline Driven

Soft Skills

ReliabilityGoal-OrientedSelf-DirectedCollaborativeInterpersonal Skills

Tools & Technologies

SalesforceMS Office SuiteCustodial Relationships

Industry Keywords

RIABroker/DealerHigh-Net Worth ClientsWealth AdvisoryClient Experience

About the role

Key responsibilities & impact

Strategically partner with the Wealth Advisory team, Operations team, and other team members to deliver clients an impeccable experience
Provide support functions to various internal teams and work on projects independently
Prepare, open, and process new client paperwork as part of the account establishment process
Ensure key client information and documentation is up to date
Interact with custodian broker/dealer, outside money managers, mutual funds, insurance and annuity companies
Facilitate money movement requests, account research, data entry, client onboarding/offboarding
Resolve client issues and process account maintenance requests in a timely manner
Research information needed to prepare documents for client meetings
Establish and maintain ongoing relationships with clients

Requirements

What you’ll need

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
Ideal candidate will live in the Bay Area

Benefits

Comp & perks

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