Helem Z. Baskin
Client Experience & Operations Leader | UHNW Relationships | Complex Wealth Transitions
- Role
- Client Relations Manager at Violich Capital Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Helem Z. Baskin
I work in high-trust wealth environments where client experience, operational precision, and discretion all matter at once. My strength is translating complexity into a seamless experience for clients and internal teams—particularly during onboarding, transitions, reporting, cash movements, and trust and estate-related matters. I’m known for bringing calm, clarity, and follow-through to sensitive situations that require both relationship judgment and operational control. I’m especially well-suited to boutique advisory and family-office-style firms that value polished execution, strong client retention, and the infrastructure behind exceptional service.
Experience
Client Relations Manager
Apr 2019 — Present · San Francisco, CA, US
Lead the operational and service side of high-touch client relationships in a boutique wealth management environment serving complex households and related entities- Coordinate sensitive client matters across custodians, advisors, attorneys, CPAs, and family members, with a focus on precision, discretion, and follow-through- Manage key inflection points including onboarding, account transitions, trust and estate administration workflows, distributions, and ongoing account maintenance- Strengthen reporting and client delivery infrastructure through modernization initiatives, including improved workflow adoption and reporting consistency- Serve as a central relationship and execution partner in matters where client trust depends on both accuracy and experience.
Skills
- Capital Markets
- Customer Service
- Asset Management
- Fixed Income
- Microsoft Office
- Investment Management
- Hedge Tek
- Financial Markets
- Bloomberg
- Equities
- Due Diligence
- Options
- Hedge Funds
- Fund Administration
- Derivatives
- Adobe Acrobat
- Financial Analysis
- Portfolio Management
- Loans
- Microsoft Excel
- Powerpoint
- Outlook
- Project Management
- Marketing
- Credit
- Financial Modeling
- Management
- Team Building
- Banking
- Mutual Funds
- Valuation
- Funding
- Fund Accounting
- Trading
- Investment Banking
- Alternative Investments
- Private Equity
- Financial Services
- Crm
- Financial Statements
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