Client Service Liaison

4 weeks ago


Newport Beach, California, United States Beacon Pointe Advisors Full time
Client Service Liaison

We are seeking a skilled Client Service Liaison to join our team at Beacon Pointe Advisors. As a Client Service Liaison, you will be responsible for providing exceptional service to our high-net-worth clients and prospects. Your primary focus will be on building strong relationships with clients, understanding their needs, and delivering tailored solutions to meet their goals.

Key Responsibilities:
  • Act as the primary point of contact for high-net-worth clients, providing personalized service and support.
  • Research and respond to client inquiries in a timely and professional manner.
  • Participate in client meetings and present on relevant service engagements.
  • Collaborate with clients, wealth advisors, and operations teams to establish new accounts and onboard new clients.
  • Assist with relationship onboarding tasks, including requesting account paperwork and tracking setup via custodian partners.
  • Request, execute, and confirm account maintenance tasks, including deposits, cash disbursements, and performance reporting.
  • Maintain and update client files using internal systems, including Salesforce CRM and Tamarac portfolio management databases.
  • Participate in team meetings and collaborate with advisor and operations leadership teams on projects and initiatives designed to streamline firm policies and procedures.

Qualifications:
  • 2+ years of relevant experience in client service or a related field.
  • 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 is a must.
  • Experience using Tamarac and Salesforce is a plus.

About Beacon Pointe Advisors:

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

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