Client Service Liaison

4 weeks ago


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

We are seeking a skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a Relationship Manager, you will be responsible for providing exceptional service to our high-net-worth clients, investment professionals, and other members of the service support team.

Key Responsibilities:
  • Client Liaison: Act as the primary point of contact for high-net-worth clients, responding to inquiries and providing personalized service.
  • Research and Response: Research and respond to routine-to-complex client inquiries in a timely fashion.
  • Client Meetings: Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
  • Account Setup: Partner with clients, wealth advisory, and central operations teams in the establishment of new accounts, including general account setup and alternative subscription documents.
  • Relationship Onboarding: Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners, and leading welcome and training calls for new clients.
  • Account Maintenance: Request, execute, and confirm account maintenance tasks, including deposits, cash disbursements, performance reporting, account terminations, and other special requests as needed.
  • Client File Maintenance: Maintain and update client files utilizing internal systems, including Salesforce CRM and Tamarac portfolio management databases.
  • Team Collaboration: Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
Qualifications:
  • 2+ years of relevant experience
  • 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
  • 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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