Client Service Associate – Family Office

Job overview

The Client Service Associate – Family Office role is hybrid in San Francisco, CA, with in-office presence Monday through Wednesday. Compensation is not specified. The role supports BakerAvenue’s family office clients and works with wealth and family office advisors, clients, and external professionals. The associate coordinates client service, financial administration, reporting, and projects for high-net-worth and ultra-high-net-worth families. The work helps maintain responsive client relationships, accurate records, and timely completion of family office deliverables.

What you'll do

• Serve as a primary service contact for family office clients and trusted advisors
• anticipate needs and coordinate follow-up
• prepare for client meetings and track action items
• coordinate with attorneys, CPAs, trustees, bankers, and other providers
• support entity and trust administration
• assist with account opening, transfers, money movement, and liquidity planning
• maintain asset and relationship records
• coordinate documents and reporting
• maintain CRM records and compliance with firm policies.

What we're looking for

Skills & competencies

client service associate

family office

wealth management

high-net-worth clients

client relationships

financial administration

hybrid

san francisco ca

bakeravenue

monday–wednesday in office

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, vision, life, and disability insurance
• HSA option
• employee assistance program
• $75 monthly wellness allowance
• 401(k) with 3% match
• commuter benefits
• parental bonding leave
• donation match
• birthday PTO
• learning stipend
• volunteer PTO
• monthly cell phone allowance.

Why this role

Hybrid schedule with office presence Monday–Wednesday; supports high-net-worth and ultra-high-net-worth families; benefits include a monthly wellness allowance and learning and development stipend.

About the employer

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