Client Service Associate

2 months ago

Newport Beach, United States Beacon Pointe Full time

Client Service Associate | Newport Beach, CA Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The 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, families, and institutions. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities Responds to routine client requests via phone, email, and/or other contact methods. Monitors daily custodial alerts including cash management, account updates, trading, etc., and resolves accordingly. Records client inquiries including service changes, new account opening, money movement, trading, etc., in CRM. Prepares custodian paperwork, facilitates account updates, and communicates with clients on status. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provide timely updates on client service items, and escalate potential issues when appropriate. Assists with the preparation of meeting presentation materials, documents meeting follow-up, and takes ownership of specific operational-related tasks. Participates in team meetings and collaborates with the operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures. Other duties, as assigned. Qualifications Four-year college degree (Bachelor’s degree in Finance, Business, or Economics preferred). Excellent written and verbal communication skills. Strong organizational, analytical, and interpersonal skills. Ability to excel in a fast-paced, team environment. Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.). Interested Candidates:

Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process. About the Beacon Pointe Family of Companies 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 . Job Features

Job Category: Client Service & Operations Apply Online

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