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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 .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client-focused operations, with a strong ability to manage client relationships, process account documentation, and facilitate money movement requests. 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 PressureRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account EstablishmentData EntryClient OnboardingAccount MaintenanceDocument Preparation
Soft Skills
Excellent Communication SkillsOrganizational SkillsTime ManagementGoal-OrientedCollaborative Work Style
Tools & Technologies
SalesforceMS Office Suite
Industry Keywords
RIABroker/DealerCustodianHigh-Net Worth ClientsClient 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
- Prepare, open and process new client paperwork for account establishment
- 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
- Provide support functions to various internal teams and work on projects independently
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
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 – up to 100% of salary for 12 weeks
- 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
- Hybrid work arrangement