Wealth Client Service Associate - Hybrid; SF Bay Area)
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Baker Avenue is a San Francisco-based wealth management firm seeking a Client Service Associate to support the Wealth Advisory and Operations teams in delivering an exceptional client experience.
Ideal candidates will have 3+ years in client-focused operations, strong communication skills, and experience with Salesforce. This hybrid role requires in-office presence Monday-Wednesday in the Bay Area.
Are you ready to take on the Wealth Client Service Associate
- Hybrid (SF Bay Area) role at Talentify?
This is a great opportunity to take on the Wealth Client Service Associate
- Hybrid (SF Bay Area) role at Talentify.
As a Wealth Client Service Associate
- Hybrid (SF Bay Area), you will play an important part at Talentify in San Francisco, CA, United States.
We invite applications for the Wealth Client Service Associate
- Hybrid (SF Bay Area) position located in San Francisco, CA, United States.
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