Wealth Client Experience Associate - Hybrid
bakeravenue wealth managementSouthlake (TX)
Wealth Client Experience Associate - Hybrid
Posted 4 days ago
bakeravenue wealth managementSouthlake (TX)
SENIORITY
Junior
About the role
BakerAvenue Wealth Management seeks a Client Service Associate to support prospects, clients, and partners within a collaborative team. You will assist with onboarding, documentation, and ongoing client servicing while coordinating with multiple internal teams.
The role is hybrid with in-office presence Monday-Wednesday, focusing on delivering a superior client experience and maintaining accurate client data and processes.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.