Description
BakerAvenue is hiring a full-time Client Service Associate for a hybrid role requiring in-office presence Monday through Wednesday. The role supports wealth management clients and internal teams by handling account establishment, client onboarding and offboarding, money movements, account research, data entry, client issues, account maintenance, and ongoing client relationships. Candidates need at least three years of client-focused operations experience, strong communication and organizational skills, and proficiency with Microsoft Office; Salesforce and multiple custodial relationships are preferred. Benefits include medical, dental, vision, life, and disability insurance, a health savings account option, retirement matching, paid leave, and other allowances.
