Client Service Associate

Job overview

The Client Service Associate role is hybrid in Southlake, TX, with in-office presence Monday through Wednesday; compensation is not specified. The role supports BakerAvenue’s wealth advisory and operations teams serving clients, prospects, and partners. The associate helps deliver a reliable client experience by managing account setup and maintenance, facilitating service requests, keeping records current, and coordinating with custodians and other financial providers. The position also contributes to internal team support and projects.

What you'll do

• Partner with the Wealth Advisory and Operations teams
• prepare and process new client account paperwork
• keep client information and documentation current
• interact with custodians, broker/dealers, outside money managers, mutual funds, insurance and annuity companies
• facilitate money movement, account research, data entry, onboarding and offboarding
• resolve client issues and process account maintenance requests
• research information for client meeting documents
• maintain client relationships.

What we're looking for

Skills & competencies

client service associate

southlake tx

bakeravenue

hybrid

wealth management

client service

account opening

account maintenance

client onboarding

money movement

salesforce

monday-wednesday office

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, life, and disability insurance
• health savings account option
• employee assistance program
• 401(k) with 3% match
• commuter benefits
• parental bonding leave
• birthday PTO
• volunteer PTO
• wellness and cell phone allowances
• learning and development stipend
• donation match.

Why this role

Hybrid schedule with required office presence Monday through Wednesday; benefits include insurance, retirement match, paid leave, wellness and learning stipends, and commuter and cell phone allowances.

About the employer

BakerAvenue is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.