Account Services Associate

1 week ago

Scottsdale, United States Beacon Pointe Advisors LLC Full time

Job Description 

Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. 

 

Responsibilities  

  • Prepare client account paperwork, submit to custodians and follow-up to confirm completion 
  • Quality control of submitted requests and account set up in Tamarac AdvisorView following firm procedures 
  • Execute account maintenance tasks such as, account terminations and other special requests as directed 
  • Review custodian alerts, document in applicable systems and follow-up as needed to resolve 
  • Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc. 
  • Research and respond to routine-to-complex inquires within defined service level commitments 
  • Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies 
  • Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac AdvisorView) 
  • Partner with internal teams to document, review and update firm policies & procedures  
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures 

 

Qualifications 

  • Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)  
  • 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer 
  • Excellent interpersonal and verbal/written skills 
  • Self-starter with a proven ability to work in a fast-paced, evolving work environment 
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) 
  • Knowledge of Salesforce CRM and Tamarac AdvisorView preferred 
  • Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred 


About Beacon Pointe Advisors  

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com. 


Learn More

  • Account Services Associate

    3 weeks ago

    Scottsdale, United States Beacon Pointe Advisors LLC. Full time

    Job Description Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families...

  • Account Services Associate

    5 months ago

    Scottsdale, United States Beacon Pointe Advisors Full time

    Job Description Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families...

  • Account Services Associate

    3 weeks ago

    Scottsdale, United States Beacon Pointe Advisors LLC Full time

    Job Description Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families...

  • Sr Client Service Associate

    5 months ago

    Scottsdale, United States Beacon Pointe Advisors Full time

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Sr Client Service Associate in our Scottsdale, AZ office. The Sr Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals,...

  • Point of Service Auditor

    3 days ago

    Scottsdale, Arizona, United States Crescent Services Full time

    ResponsibilitiesPrepare daily Restaurant Revenue Report data by auditing Point of Service tapes/journals to breakdown revenue, covers, waiters' fees, tips paid out and settlements by type and cashier.Run audit reports/journals from the front office system, Point of Service, and the computer.Make corrections and adjustments and handle all computer problems...

  • Financial Services Associate

    3 weeks ago

    Scottsdale, Arizona, United States MSCCN Full time

    We are seeking an experienced Financial Services Associate to join our team at MSCCN.About the RoleThe successful candidate will be responsible for handling high-volume financial transactions, processing invoices, and managing account reconciliations. This is a dynamic role that requires strong organizational skills, attention to detail, and excellent...

  • Financial Services Associate

    3 days ago

    Scottsdale, Arizona, United States Stearns Bank NA. Full time

    About the Opportunity:\Are you looking for a challenging and rewarding role where you can grow your career? Do you have excellent communication and interpersonal skills? If so, we encourage you to apply for our Financial Services Associate position at Stearns Bank NA.\About the Job:\This is an exciting opportunity to join our team and contribute to the...

  • Hotel Guest Services Representative

    3 weeks ago

    Scottsdale, Arizona, United States Crescent Services Full time

    Crescent Services is committed to delivering exceptional guest service and financial profitability. As a Hotel Guest Services Representative, you will be responsible for greeting and registering guests, checking them out, and ensuring their stay is memorable.You will greet guests and complete the registration process, inputting and retrieving information...

  • Pharmacy Account Manager

    1 month ago

    Scottsdale, Arizona, United States BrightSpring Health Services Full time

    About the RoleWe are seeking an experienced Pharmacy Account Manager to join our team at BrightSpring Health Services. This is a full-time position responsible for providing exceptional customer service and meeting the pharmacy needs for hospitals, rehabilitation hospitals, long-term acute care hospitals, and other specialized care centers nationwide.Main...

  • Financial Services Accountant

    3 weeks ago

    Scottsdale, Arizona, United States AZ TUITION CONNECTION INC Full time

    Job OverviewWe are seeking a detail-oriented Financial Services Accountant to join our team at AZ TUITION CONNECTION INC.

  • Account Relationship Manager

    1 month ago

    scottsdale, United States RRM Insurance Services Full time

    Company DescriptionRRM Insurance Services in Scottsdale, AZ, is committed to maintaining a high work ethic and cultivating a team of exceptional individuals who embody our core values. Our employees are industry leaders who continuously strive to care for clients, carriers, and teammates with humility and integrity.Role DescriptionFull-time hybrid role for...

  • Account Relationship Manager

    4 months ago

    Scottsdale, United States RRM Insurance Services Full time

    Company DescriptionRRM Insurance Services in Scottsdale, AZ, is committed to maintaining a high work ethic and cultivating a team of exceptional individuals who embody our core values. Our employees are industry leaders who continuously strive to care for clients, carriers, and teammates with humility and integrity.Role DescriptionFull-time hybrid role for...

  • Technical Service Associate

    2 months ago

    Scottsdale, United States The Computer Merchant, LTD (TCM) Full time

    Job Title : Advanced Technical Service Associate - 2nd ShiftLocation: Scottsdale, AZWage Range: 35.05-38.55 depending on shift differential Job Number: 24-01917Job Description: Our client, a large defense contractor, has an immediate opening for an Advanced Technical Service Associate - 2nd Shift to work from their Scottsdale, AZ facility.Qualifications: ...

  • Technical Service Associate

    2 months ago

    scottsdale, United States The Computer Merchant, LTD (TCM) Full time

    Job Title : Advanced Technical Service Associate - 2nd ShiftLocation: Scottsdale, AZWage Range: 35.05-38.55 depending on shift differential Job Number: 24-01917Job Description: Our client, a large defense contractor, has an immediate opening for an Advanced Technical Service Associate - 2nd Shift to work from their Scottsdale, AZ facility.Qualifications: ...

  • Advanced Technical Service Associate

    2 months ago

    Scottsdale, United States The Computer Merchant Full time

    Job Title : Advanced Technical Service Associate - 2nd Shift Location: Scottsdale, AZ Wage Range: 35.05-38.55 depending on shift differential Job Number: 24-01917 Job Description: Our client, a large defense contractor, has an immediate opening for an Advanced Technical Service Associate - 2nd Shift to work from their Scottsdale, AZ facility. Qualifications:...

  • Account Maintenance Associate

    3 days ago

    Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    Responsibilities and RequirementsPrepare client account paperwork and submit requests to custodiansMaintain quality control of submitted requests and account setupExecute account maintenance tasks, including terminations and special requestsReview custodian alerts and follow up to resolve issuesAssist with Alternative Investments paperwork, subscription...

  • Financial Services Support Associate

    2 weeks ago

    Scottsdale, United States Randstad Enterprise Full time

    We are looking for a highly skilled and client-focused professional to join our team as a Financial Client Support Specialist. This position demands strong communication abilities, a proactive mindset, and a deep passion for providing high-quality service in the financial sector. In this role, you will leverage your technical expertise and relationship...

  • Accounting Analyst Sr.

    3 weeks ago

    Scottsdale, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionAccounting Analyst Senior Needed! (Accounts Payable)LHH has a client in Scottsdale, AZ who needs an Accounting Analyst Sr. on a contract opportunity! This is a great chance to get in with a reputable company to advance your career. (Chance to extend based on business need)Job Overview:Performs a variety of routine and some...

  • Dining Service Associate

    3 weeks ago

    Scottsdale, Arizona, United States Marriott International, Inc Full time

    About Marriott International">Marriott International, Inc is a global hospitality company with over 120 properties in more than 35 countries. The Luxury Collection Hotels & Resorts is part of Marriott International's portfolio of brands, offering the promise of authentic experiences that evoke lasting, treasured memories.Job Summary">We are seeking a Dining...

  • Customer Service Associate

    3 days ago

    Scottsdale, Arizona, United States SPINATOS PIZZA INTERNATIONAL INC Full time

    Job TitleA Customer Service Associate position is available at Spinato's Pizzeria. This role will involve working as a cashier and phone attendant, providing excellent customer service to guests.