Private Wealth Family Office Client Services Lead
Listed on 2026-10-06
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Finance & Banking
Wealth Management
Baker Avenue Wealth Management seeks a Family Office Client Service Associate to support high-net-worth families, coordinating financial, administrative, and strategic initiatives in a hybrid San Francisco office. You will work with Wealth Advisors, families, and external professionals to ensure a seamless client experience.
The ideal candidate is highly organized, proactive, and discreet, capable of managing complex relationships, priorities, and sensitive information while delivering
We are seeking a motivated Private Wealth Family Office Client Services Lead to join bakerave in San Francisco, CA, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Private Wealth Family Office Client Services Lead role at bakerave, based in San Francisco, CA, United States.
We are looking to fill the Private Wealth Family Office Client Services Lead position at bakerave in San Francisco, CA, United States.
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