BakerAvenue Wealth Management · 1 day ago
Client Service Associate
Southlake, Texas, United States
Full-time
Hybrid
Mid Level
$50K/yr - $50K/yr
3+ years expBakerAvenue Wealth Management is a firm that guides clients through personal and professional transitions, providing comprehensive wealth management and investment expertise. The Client Service Associate plays a critical role in collaborating within a dedicated team and providing outstanding service to prospects, clients, and partners.
CommunitiesFinancial ServicesWealth Management
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
Qualification
Required
3-5 + 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
Efficient computer skills including MS Office suite (Word, Excel, Outlook, PowerPoint) required
Knowledge of office administrator responsibilities, systems and procedures
Preferred
Previous experience with Salesforce and multiple custodial relationships a plus
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 – 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
Company
BakerAvenue Wealth Management
Since 2004, BakerAvenue has guided clients through personal and professional transitions.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jerry Luff, CFP
Partner, COO
Doug Couden
Chief Investment Officer
Company data provided by crunchbase