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Private Wealth Client Services Analyst (SF)

baker street advisorsMillbrae, CAJunior L3
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

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