Client Service Associate - Senior

About the Position

Baker Tilly is a leading advisory, tax and assurance firm with global presence. We are seeking a detail-oriented and client-focused Client Service Associate (CSA) to join our Registered Investment Advisor (RIA) firm. The CSA serves as a key point of contact for clients and plays an integral role in delivering an exceptional client experience.

• Serve as a primary point of contact for client service requests and inquiries.
• Build and maintain strong client relationships through timely and professional communication.
• Assist clients with account maintenance, paperwork, and service‑related needs.
• Coordinate client meetings and prepare meeting materials.
• Follow up on action items to ensure timely completion and a seamless client experience.
• Prepare and process account opening, transfers, beneficiary updates, distributions, and other account‑related documentation.
• Monitor account paperwork for completeness and accuracy.
• Coordinate with custodians and third‑party providers to resolve operational issues.
• Track account transfers and ensure efficient onboarding of new clients.
• Assist advisors with client review preparation and follow‑up activities.
• Generate reports, performance summaries, and client correspondence.
• Maintain accurate client records within CRM and portfolio management systems.
• Support implementation of financial planning and investment recommendations.
• Maintain client documentation in accordance with firm policies and regulatory requirements.
• Assist with compliance‑related administrative tasks and ensure data integrity across client management systems.
• Participate in process improvement initiatives to enhance operational efficiency.
• Assist with maintaining Addepar platform for family wealth insights clients and perform investment pricing for Baker Tilly audit group.

• Required:
  
  Bachelor's degree.
• 3+ years of experience, ideally in financial services, wealth management, banking, or client service.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office Suite.

• Preferred:
  Working experience in an RIA, wealth management, or investment advisory environment.
• Familiarity with custodial platforms such as Schwab, Fidelity, or Pershing.
• Experience with CRM systems such as Redtail, Salesforce, eMoney, or similar platforms.
• FINRA Series 65 or willingness to obtain industry licensing, if applicable.

• Exceptional client service orientation.
• High level of integrity and confidentiality.
• Strong attention to detail and accuracy.
• Ability to prioritize and manage multiple tasks.
• Professional communication skills.
• Team‑oriented mindset.
• Problem‑solving and critical thinking abilities.

Pay rate range: $80,200 to $105,000. Compensation is influenced by factors such as skills, experience, qualifications, degrees, certifications, work arrangements, and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.