{"id":1410322,"url":"https://alion.io/job/bakeravenue-client-service-associate","title":"Client Service Associate","company":{"id":669459,"name":"BakerAvenue","domain":"bakerave.com","url":"https://alion.io/company/bakerave","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"BambooHR","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["San Francisco, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-09-28T19:05:16Z","employer_posted_date":"2026-09-28","last_verified_at":"2026-09-29T01:32:29Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"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.\nAt 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.\nBakerAvenue 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.\nThe Role\nWe 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.\nThe Client Service Associate will also be responsible for providing support functions to various internal teams and working on projects independently.\nThis 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.\nResponsibilities:\nStrategically partner with the Wealth Advisory team, Operations team, and other team members to deliver our clients an impeccable experience\nResponsible for the account establishment process by preparing, opening and processing new client paperwork\nAccountable for ensuring key client information and documentation is up to date\nInteract with custodian broker/dealer, outside money managers, mutual funds, insurance and annuity companies\nResponsible for facilitating money movement requests, account research, data entry, client onboarding/offboarding\nResponsible for resolving client issues and processing various account maintenance requests in a timely manner\nStrategically partner with the Wealth Advisory team and other team members to research information needed to prepare documents for client meetings\nEstablish and maintain ongoing relationships with clients\nQualifications:\n3+ years client-focused operations experience required, preferably at an RIA, broker/dealer or similar firm\nConfidence to work directly with senior leaders and high-net worth clients\nProven success solving problems and working under pressure in a fast-paced environment\nReliable, organized and deadline driven\nDedicated, goal-oriented, and able to work well in a self-directed and collaborative environment\nExcellent written and verbal communication skills, time management and the ability to multi-task and prioritize work\nPrevious experience with Salesforce and multiple custodial relationships a plus\nEfficient computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required\nKnowledge of office administrator responsibilities, systems and procedures\nBenefits:\nMedical / Dental / Vision / Life / Disability Insurance\nHigh-deductible plan option with health savings account\nEmployee assistance program\nWellness allowance - $75 monthly\nBereavement leave - 3 days paid for immediate family member or pet\n401k with 3% match\nCommuter benefits\nParental bonding leave \nDonation match - up to $500 annually\nBirthday PTO\nLearning and Development stipend - up to $1000 annually\nVolunteer PTO - 1 day per quarter\nMonthly cell phone allowance - $75 month","description_format":"text","description_chars":3658,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Family Offices"],"lifecycle":[{"event":"open","at":"2026-09-28T19:05:16Z"}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":21,"reasons":["conf:3","win:early"],"computed_at":"2026-09-29T04:47:12Z"},"pay":null,"html_url":"https://alion.io/job/bakeravenue-client-service-associate","json_url":"https://alion.io/job/bakeravenue-client-service-associate.json","meta":{"generated_at":"2026-09-29T04:47:12Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":4588,"day_limit":5000,"remaining_today":412,"minute_limit":60,"resets_at":"2026-09-30T00:00:00Z"}}}