Baker Tilly
Client Service Associate - Senior
USA MA Tewksbury · Senior
Sponsorship not specified$80k-$105kDetected 22 days ago
SalesforceCRMAccountingProcess ImprovementRecruitingCommunicationProblem SolvingCritical ThinkingOrganizational SkillsMicrosoft Office
About the role
- Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.
- Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.
- Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.
Responsibilities
- Client Service & Relationship Support
- Build and maintain strong client relationships through timely and professional communication.
- 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.
- Perform investment pricing for Baker Tilly audit group.
Requirements
- Bachelor's degree required.
- 3+ years of experience, ideally in financial services, wealth management, banking, or client service.
- Proficiency with Microsoft Office Suite.
- 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, Salesforce, eMoney, or similar platforms.
- Required
- Strong organizational skills and attention to detail.
- Excellent verbal and written communication skills.
- Preferred
- FINRA Series 65 or willingness to obtain industry licensing, if applicable.
- Core Competencies
- Exceptional client service orientation
- Strong attention to detail and accuracy
Compensation
- Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location.
Company info
- We are seeking a detail-oriented and client-focused Client Service Associate (CSA) to join our Registered Investment Advisor (RIA) firm.
Equal opportunity
- Baker Tilly is an equal opportunity/affirmative action employer.
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This listing is sourced directly from Baker Tilly's careers page and normalized into a canonical job model.