Client Service Associate

2 months ago


Greensboro, 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 Greensboro or Durham, NC 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 in client service, be comfortable in a fast-paced-environment requiring excellent attention to detail and have interest in pursuing a career in the Registered Investment Advisor industry. This is an entry level position in the Wealth Management industry and can lead to additional opportunities in Advisory, Client Service or Operational roles.

Responsibilities
  • Responds to routine client requests via phone, email and/or other contact methods
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • 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 Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Participates in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.
Qualifications
  • Undergraduate degree required with 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
  • Excellent interpersonal and verbal/written skills.
  • Strong analytical skills and ability to organize, understand and explain data sets using Excel.
  • Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or other CRM.
  • Demonstrated strong desire to grow in their role and career in Wealth Management.
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.


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.

  • Greensboro, United States OneDigital Full time

    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...


  • Greensboro, United States TalentNest On Demand Full time

    Job Description A Client Services/New Business Associate is an integral part of the overall client/office experience. A high degree of direct communication with clients and office associates is required, ensuring a satisfying and memorable experience. The position requires strong written and verbal communication skills, a can-do-attitude, enthusiasm, and a...


  • Greensboro, United States Southeastern Paper Full time

    About the JobWe are seeking a highly skilled Client Solutions Associate to join our team in the Southeast region. This role requires excellent communication and problem-solving skills.Key TasksHandle customer requests and resolve issuesProcess orders and manage customer recordsProvide eCommerce user support and trainingMaintain accurate product knowledge and...


  • Greensboro, United States LHH Recruitment Solutions Full time

    Job DescriptionJob DescriptionWe are currently recruiting for a Client Services Administrative Assistant role in Greensboro, NC! This is a fully on-site, direct hire position. We are looking for a dedicated and detail-oriented professional with at least 1-2 years of administrative experience, preferable in a financial services or professional services...


  • Greensboro, North Carolina, United States APR Full time

    Client Service Manager Opportunity">APR is seeking a highly skilled Client Service Manager to lead our commercial lines account executive team. This is a unique opportunity to drive business growth, manage client relationships, and oversee a dedicated service team.">Main Responsibilities:">Manage client services and maintain relationships with minimal...


  • Greensboro, United States Greene Resources Full time

    Client Services AdvisorJob Description:The Client Services Advisor (CSA) will support Financial Services Advisors by providing exceptional wealth management services, including retirement planning, investments, asset management, and portfolio analysis. This is a full-time, on-site position based in Greensboro, NC, with a focus on client onboarding, data...


  • Greensboro, United States Greene Resources Full time

    Client Services AdvisorJob Description:The Client Services Advisor (CSA) will support Financial Services Advisors by providing exceptional wealth management services, including retirement planning, investments, asset management, and portfolio analysis. This is a full-time, on-site position based in Greensboro, NC, with a focus on client onboarding, data...


  • Greensboro, North Carolina, United States Bernard Robinson & Company, LLP Full time

    Job Title: Financial Services AssociateEstimated Salary:$50,000 - $65,000 per yearJob DescriptionThis Financial Services Associate position at Bernard Robinson & Company, LLP offers a unique opportunity to work in a dynamic and fast-paced environment. As a key member of our team, you will be responsible for providing high-quality financial services to our...


  • Greensboro, United States Ascensus Full time

    Institutional Client Service SpecialistWe are looking for an experienced Institutional Client Service Specialist to join our team at Ascensus. In this role, you will serve as the primary point of contact for high-profile institutional clients, providing specialized trust and fiduciary services and ensuring their needs are met.Key responsibilities will...


  • Greensboro, North Carolina, United States APR Full time

    Client Service and Sales ProfessionalWe are seeking an experienced Client Service and Sales Professional to join our insurance team at APR. As a key member of our team, you will provide exceptional service to our commercial clients, identifying new business opportunities and developing strategic plans to grow the account.ResponsibilitiesDevelop and maintain...


  • Greensboro, North Carolina, United States Kimberly Bell - State Farm Agent Full time

    Job ResponsibilitiesProvide policy information and assist clients with policy changes and updates.Process insurance claims and follow up with clients to ensure timely resolution.Maintain accurate records of customer interactions to facilitate seamless communication.With strong communication and interpersonal skills, you will be able to effectively interact...


  • Greensboro, United States Southeastern Paper Full time

    About the RoleWe are seeking a highly skilled Customer Service Associate to join our team at Southeastern Paper in the Southeast region. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients via phone, email, or in-person.Key Responsibilities:Handle customer requests and inquiries in a timely...


  • Greensboro, North Carolina, United States Amethyst Consulting & Treatment Solutions, PLLC Full time

    About the RoleWe are seeking a highly skilled Client Enrollment Manager to join our team at Amethyst Consulting & Treatment Solutions, PLLC. As a Client Enrollment Manager, you will be responsible for facilitating appointment scheduling and completing all new client intake forms, as well as tracking referral source activity through information technology.The...


  • Greensboro, United States Hustle Notice Biz Full time

    We are seeking a Client Support Expert to join our team at Hustle Notice Biz.Job DescriptionThis role involves providing exceptional customer service and support to clients through various communication channels.Key ResponsibilitiesRespond to customer inquiries and resolve issues in a timely and professional manner.Maintain a thorough understanding of...


  • Greensboro, United States Truist Inc Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, youll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...


  • Greensboro, United States Marsh & McLennan Companies Full time

    Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 11,000 of the industrys brightest talent drive our efforts to deliver purposeful work a Client Service, Insurance, Specialist, Property, Service, Retail, Client


  • Greensboro, North Carolina, United States Wal-Mart Stores , Inc. Full time

    About the RoleWe are seeking a highly motivated Customer Service Associate to join our team at Walmart. As a Cashier & Front End Services associate, you will play a major role in creating a positive experience for our customers.


  • Greensboro, North Carolina, United States Ruth's Chris Steak House Full time

    Ruth's Chris Steak House is seeking a highly skilled Dining Service Associate to join our team. This role requires a strong attention to detail and excellent communication skills.As a Dining Service Associate, you will be responsible for ensuring each plate is perfectly prepared by tracking cooking times on all orders, checking finished product for proper...


  • Greensboro, United States WxTite Full time

    WxTite is seeking highly motivated individuals who are interested in establishing a long-term career with a growing company and are ready to work in a fast-paced environment. We understand the value of our employees and offer competitive compensation packages, 401K plans, and comprehensive benefits. At WxTite, you'll find room for advancement, and managers...


  • Greensboro, United States SpringHill Suites Full time

    SpringHill Suites is seeking a talented Morning Service Associate to join our team. As a key member of our morning operations, you'll play a crucial role in ensuring that our guests have an exceptional breakfast experience.About the RoleThe Morning Service Associate is responsible for coordinating day-to-day activities, maintaining a clean and safe...