Client Service Associate Senior

Baker Tilly is a leading advisory tax and assurance firm providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the worlds leading financial centers New York London San Francisco Los AngelesChicagoand Boston. Baker Tilly Advisory Group LP and Baker Tilly US LLP (Baker Tilly) provide professional services through an alternative practice structurein accordance withthe AICPA Code of Professional Conduct and applicable lawsregulationsand professional standards. Baker Tilly US LLP is a licensed independent CPA firm that providesattestservices to its clients. Baker Tilly Advisory GroupLPand its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory GroupLPand its subsidiary entities are notlicensedCPA firms.

Baker Tilly Advisory Group LP and Baker Tilly US LLP trading as Baker Tilly are independent members of Baker Tilly International a worldwide network of independent accounting and business advisory firms in 141 territories with 43000 professionals and a combined worldwide revenue of$5.2 billion. join the conversation onLinkedInFacebookandInstagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

Any unsolicited resumessubmittedthrough our website or to Baker Tilly Advisory Group LP employee e-mail accounts are considered property of Baker Tilly Advisory Group LP and are not subject to payment of agency order to be an authorized recruitment agency (search firm) for Baker Tilly Advisory Group LP there must be a formal written agreement in place and the agency must be invited by Baker Tillys Talent Attraction team to submit candidates for review via our applicant tracking system.

We areseekinga 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. This position supports financial advisors through account administration client communications operational coordination and relationship management activities. The ideal candidate is highly organized proactive and committed to providing outstanding service while helping ensure the efficient operation of the advisory practice.

Responsibilities

Client Service & Relationship Support

Serve as a primary point of contact for client service requests and inquiries.

Build andmaintainstrong client relationships throughtimelyand professional communication.

Assistclients with account maintenance paperwork and service-related needs.

Coordinate client meetings and prepare meeting materials.

Follow up on action items to ensuretimelycompletion and a seamless client experience.

Account Administration

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.

Advisor Support

Assistadvisors with client review preparation and follow-up activities.

Generate reports performance summaries and client correspondence.

Maintainaccurateclient records within CRM and portfolio management systems.

Support implementation of financial planning and investment recommendations.

Operations & Compliance

Maintain client documentationin accordance withfirm policies and regulatory requirements.

Assistwith compliance-related administrative tasks.

Ensure data integrity across client management systems.

Participate in process improvement initiatives to enhance operational efficiency.

Assistwith maintainingAddeparplatform for family wealth insights clients.

Qualifications

Bachelorsdegree.

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.

Proficiencywith Microsoft Office Suite.

Preferred

Experience working 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 SalesforceeMoney or similar platforms.

FINRA Series 65 or willingness to obtain industry licensing if applicable.

Core Competencies

Exceptional client service orientation

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

High levelof integrity and confidentiality

The pay rate range for this job position is $69740 - $91528. Actual compensation is influenced by a variety of relevant factors including but not limited to applicants skills prior experience qualifications degrees professional certifications work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.