Client Service Manager
San Francisco Bay Area 1 month ago 45 applicants
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Baker Street Advisors LLC (BSA) is a preeminent, private wealth management firm, based in San Francisco. We manage over $14 billion (AUM) in aggregate wealth for 420+ families.
We are a team of dedicated professionals who put our clients interests first and take pride in making a positive impact on their lives.
We offer excellent compensation and benefits, flexibility, great work / life balance and a casual atmosphere. We are looking for an exceptional individual for our client service team .
Your primary responsibility will be to provide s upport services to our ultra-high net worth clients . Your resume should showcase your academic and employment experience.
Our ideal candidate is a highly experienced client service professional in family wealth management, financial services or accounting, with strong interpersonal skills, successful at supervising and facilitating team collaboration across departments.
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 clients outside advisors (CPA, insurance broker, banker, attorney)
Requirements
- Bachelors degree required, CFP, CPA, CFP 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
Featured Benefits
Inferred from the description for this job
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Child care support
- Paid maternity leave
- Paid paternity leave
- Commuter benefits
- Disability insurance
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