Client Service Associate

3 days ago

Newport Beach, United States Beacon Pointe Advisors Full time
Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach 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 institution. 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 inquires including service changes, new account opening, money movement, trading, etc. in CRM
  • Prepares custodian paperwork, facilitate account updates and communicates with clients on status
  • Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • Participate in team meetings and collaborate with 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.)


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.

  • Client Service Associate

    1 day 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 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...

  • Client Services Associate

    3 months ago

    Newport Beach, United States Meier Law Firm Full time

    DescriptionWe need an entry-level warm, personable, compassionate, detail-oriented, tech-savvy, administrative assistant who will be our receptionist, and assist our Client Services Manager and paralegals with operational support. This person will be the warm, friendly voice who answers all calls and helps potential clients get scheduled with our intake...

  • Client Services Associate

    5 months ago

    Newport Beach, United States Meier Law Firm Full time

    Description We need an entry-level warm, personable, compassionate, detail-oriented, tech-savvy, administrative assistant who will be our receptionist, and assist our Client Services Manager and paralegals with operational support. This person will be the warm, friendly voice who answers all calls and helps potential clients get scheduled with our intake...

  • Client Relationship Associate

    1 week ago

    Newport Beach, California, United States Raymond James Full time

    Job DescriptionThis Client Relationship Associate position offers a unique opportunity to work in a fast-paced environment and make a real impact on our clients' lives. You will be responsible for providing exceptional client service, managing client relationships, and collaborating with Financial Advisors to deliver tailored solutions.

  • Client Communications Associate

    1 month ago

    Newport Beach, United States Pacific Investment Management Co Full time

    Client Communications Associate Apply locations: Newport Beach, CA USA Time type: Full time Posted on: Posted 3 Days Ago Job requisition id: R104437 PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our...

  • Client Communications Associate

    1 month ago

    Newport Beach, United States PIMCO Full time

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...

  • Wealth Management Client Associate

    1 day ago

    Newport Beach, United States Disability Solutions Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Senior Registered Client Service Associate-Newport Beach, CA

    2 weeks ago

    Newport Beach, United States Raymond James Bank Full time

    Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail-oriented, and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

  • Senior Registered Client Service Associate-Newport Beach, CA

    1 month ago

    Newport Beach, United States Raymond James Full time

    Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

  • Client Service Associate

    1 month ago

    Pompano Beach, United States Strategic Asset Management, LLC Full time

    SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate. This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in...

  • Client Service Associate

    2 months ago

    Pompano Beach, United States Strategic Asset Management (SAM) Group Full time

    SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a...

  • Client Service Associate

    4 weeks ago

    pompano beach, United States Strategic Asset Management (SAM) Group Full time

    SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a...

  • Client Service Associate

    2 months ago

    Pompano Beach, United States Strategic Asset Management (SAM) Group Full time

    SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a...

  • Client Service Associate

    2 months ago

    pompano beach, United States Strategic Asset Management (SAM) Group Full time

    SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a...

  • Client Services Associate

    2 months ago

    Palm Beach Gardens, United States Hamilton Jewelers Full time

    The Client Services Associate serves as the expert when taking in and delivering client repairs, interacting with customers to explain the repair process, and working hand-in-hand with sales professionals, introducing them to service clients who may be interested in making an additional purchase while in the store. The Client Services Associate must actively...

  • Client Services Associate

    2 months ago

    palm beach gardens, United States Hamilton Jewelers Full time

    The Client Services Associate serves as the expert when taking in and delivering client repairs, interacting with customers to explain the repair process, and working hand-in-hand with sales professionals, introducing them to service clients who may be interested in making an additional purchase while in the store. The Client Services Associate must actively...

  • Senior Client Service Specialist

    1 week ago

    Newport Beach, California, United States Raymond James Full time

    Job OverviewIn this role, you will provide exceptional administrative support to our Financial Advisors and clients. As a Senior Client Service Specialist, you will be responsible for delivering high-quality client service, managing multiple tasks, and maintaining accurate records.

  • Client Service Specialist I

    4 months ago

    Newport, United States Umpqua Bank Full time

    DescriptionAbout Us:Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under...

  • Client Service Associate

    4 weeks ago

    Pompano Beach, FL, United States Strategic Asset Management (SAM) Group Full time

    SAM Group, a well-established investment firm located in Pompano Beach, FL, is seeking a qualified professional to join the team in the important role of full-time Client Service AssociateThis position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a...

  • Client Service Specialist I

    4 months ago

    Newport, United States Umpqua Bank Full time

    Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...