Client Service Manager

Location
San Francisco County, California
Salary
Salary commensurate with experience plus benefits
Posted
May 25, 2021
Closes
Jun 24, 2021
Job Role
Manager
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Baker Street Advisors is a great place to work – enjoy excellent compensation and benefits, great work/life balance, a fun and collaborative culture and a casual atmosphere while working with a superb team of dedicated professionals who put their clients’ interests first.

We are a preeminent, private wealth management firm, looking for an exceptional individual for our client service team. Your primary responsibility will be to provide support services to our ultra-high net worth clients. Your resume should showcase your academic and employment experience. Our ideal candidate is an experienced client service professional in family wealth management, financial services or accounting, and has strong interpersonal skills, and thrives in a team environment. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Responsibilities

  • Manage client relationships to ensure that all aspects of our client service offering are being addressed (investments, tax and estate planning, insurance and philanthropy)
  • Serve as a key point of contact for day‐to‐day client service needs (transfers, wires, checks, trading)
  • Help manage the onboarding and implementation for new clients
  • Review quarterly investment performance reports for accuracy
  • Develop client asset allocations and rebalancing recommendations
  • Participate in client meetings and related meeting preparation, as needed
  • Proactively service client needs and research and resolve client questions
  • Perform ad hoc analyses for clients’ financial planning needs
  • Manage relationships with client’s outside advisors (CPA, insurance broker, banker, attorney)

Requirements

  • Bachelor’s degree required, CFP, CPA, or CFA preferred
  • Be a self-starter, detail oriented, reliable, dedicated, collaborative, intellectually curious, with a friendly and positive personality
  • 5-6 years relevant industry experience, ideally at a high net worth RIA or wealth management firm
  • Top-notch written and oral communication skills
  • Ability to handle multiple projects for various team members simultaneously
  • Proficiency with Excel, Word, PowerPoint and Adobe Acrobat Professional
  • Experience with relevant software a plus (portfolio rebalancing and financial planning) and familiarity with custodian platforms (Schwab and Fidelity) highly desirable​

If you are ready to work with an amazing team, please send your resume to resumes@bakerstreetadvisors.com

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