Client Service Associate - Family Office

Job Description

Job Description

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts and foundations. We are headquartered in San Francisco with offices in New York, Dallas, Houston, San Diego, Atlanta and Naples.

At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients. Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. 

BakerAvenue is proud to be recognized by leading companies and organizations for our commitment to excellence including our award-winning culture has maintained our Great Place to Work certification.

The Role:

The Family Office Client Service Associate serves as a key point of contact for high-net-worth and ultra-high-net-worth families, delivering exceptional service and operational support across a broad range of family office activities. This role partners closely with Wealth Advisors, Family Office Advisors, clients, and external professionals to coordinate financial, administrative, and strategic initiatives while ensuring a seamless client experience.

The ideal candidate is highly organized, proactive, detail-oriented, and comfortable managing complex client relationships, multiple priorities, and sensitive information.

This position will be part of our San Francisco team and the ideal candidate will live in the Bay Area. This is a hybrid role that requires in-office presence Monday-Wednesday.

Key Responsibilities:

Client Relationship Management

• Serve as a primary service contact for Family Office clients and their trusted advisors.
• Develop and maintain strong client relationships built on responsiveness, professionalism, and trust.
• Proactively anticipate client needs and coordinate timely follow-up on service requests.
• Support and participate in client meetings, including preparation of meeting materials and follow-up action items.

Family Office Coordination

• Coordinate with attorneys, CPAs, trustees, insurance professionals, bankers, and other third-party providers.
• Assist with entity administration, trust administration support, and document organization.
• Facilitate client requests related to cash management, private investments, real estate holdings, charitable entities, and special projects.
• Monitor and coordinate family office deliverables, deadlines, and ongoing initiatives.

Asset and Financial Administration

• Support account opening, transfers, maintenance, and ownership updates.
• Assist with money movement requests, distributions, capital calls, and liquidity planning.
• Maintain accurate records of client assets, liabilities, entities, and key relationships.
• Coordinate collection of documents required for tax, audit, estate planning, and financial reporting purposes.

Client Deliverables & Reporting

• Assist with the preparation and delivery of consolidated net worth reports and family office reporting.
• Coordinate data gathering from custodians, private investments, real estate assets, and outside institutions.
• Maintain family office records, reporting schedules, and client documentation.
• Ensure complete and accurate documentation within CRM and firm systems.

Operations & Project Management

• Manage multiple client service requests simultaneously while meeting established deadlines.
• Track client action items and oversee follow-through across internal and external stakeholders.
• Identify opportunities to enhance processes and improve the client experience.
• Ensure compliance with firm policies, procedures, and regulatory requirements.
• Maintains proactive communication with internal and external stakeholders

Qualifications:

• 3+ years of client service, operations, family office, wealth management, trust administration, or related experience.
• Experience supporting high-net-worth or ultra-high-net-worth clients preferred.
• Strong organizational and project management skills.
• Exceptional verbal and written communication abilities.
• Ability to manage sensitive and confidential information with discretion.
• Proficiency with CRM systems, Microsoft Office, and custodial platforms.
• Demonstrated ability to work independently and collaboratively in a fast-paced environment.

Success Factors:

• Delivers a white-glove client experience.
• Anticipates client needs and follows through on commitments.
• Maintains exceptional accuracy and attention to detail.
• Effectively manages competing priorities.
• Builds trusted relationships with clients and professional partners.
• Embodies professionalism, discretion, and a service-first mindset.

Benefits:

• Medical / Dental / Vision / Life / Disability Insurance
• High-deductible plan option with health savings account
• Employee assistance program
• Wellness allowance – $75 monthly
• Bereavement leave – 3 days paid for immediate family member or pet
• 401k with 3% match
• Commuter benefits
• Parental bonding leave – up to 100% of salary for 12 weeks
• Donation match – up to $500 annually
• Birthday PTO
• Learning and Development stipend – up to $1000 annually
• Volunteer PTO – 1 day per quarter
• Monthly cell phone allowance – $75 monthly

BakerAvenue Wealth Management's commitment to equal opportunity employment applies to all employees and applicants for employment and prohibits unlawful discrimination and harassment of any type on the basis of race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.