Private Wealth Client Services Analyst (SF)
baker street advisorsMillbrae, CA
Private Wealth Client Services Analyst (SF)
baker street advisorsMillbrae, CAJunior L3
Financial and Investment AnalystsPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
Baker Street Advisors LLC in San Francisco is seeking an Analyst to join the client service team. You will support advisors, help with onboarding, account administration, and day-to-day service requests for high-net-worth clients.
This role offers an early-career professional the chance to build foundational wealth management knowledge in a collaborative, mission-driven culture. We value initiative, clear communication, and meticulous work.
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Level
Junior L3
Location
Millbrae, CA
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
5 days ago