Account Services Associate

3 days ago

Scottsdale, Arizona, United States Beacon Pointe Advisors Full time
Account Services Associate

Beacon Pointe Advisors is seeking a highly skilled Account Services Associate to join our Central Operations team in Scottsdale, AZ. As a key member of our team, you will be responsible for delivering exceptional service to our clients and associates.

Key Responsibilities:
  • Prepare and submit client account paperwork to custodians and follow up to confirm completion.
  • Quality control of submitted requests and account set up in Tamarac AdvisorView following firm procedures.
  • Execute account maintenance tasks such as account terminations and other special requests as directed.
  • Review custodian alerts, document in applicable systems, and follow up as needed to resolve.
  • Assist in the preparation of Alternative Investments paperwork, including subscription agreements, redemptions, and capital calls.
  • Research and respond to routine-to-complex inquiries within defined service level commitments.
  • Handle incoming inquiries from advisor teams related to troubleshooting and review of complex account and data discrepancies.
  • Maintain and update client files utilizing internal systems, including CRM (Salesforce) and portfolio management databases (Tamarac AdvisorView).
  • Partner with internal teams to document, review, and update firm policies and procedures.
  • Participate in team meetings and collaborate with operations leadership team on projects and initiatives designed to streamline firm policies and procedures.
Requirements:
  • Undergraduate degree required (Bachelor's degree in Finance, Business, or Economics preferred).
  • 1-2+ years of relevant experience, preferably with a Registered Investment Advisor (RIA), investment management firm, or broker/dealer.
  • Excellent interpersonal and verbal/written skills.
  • Self-starter with a proven ability to work in a fast-paced, evolving work environment.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.).
  • Knowledge of Salesforce CRM and Tamarac AdvisorView preferred.
  • Experience with Charles Schwab, Fidelity, and/or TD Ameritrade institutional platforms and paperwork preferred.

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, Barron's, and more. For more information, please visit www.beaconpointe.com.

  • Account Services Associate

    3 weeks ago

    Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    Account Services AssociateBeacon Pointe Advisors is seeking a highly skilled Account Services Associate to join our Central Operations team in Scottsdale, AZ. As a key member of our team, you will be responsible for delivering exceptional service to our clients and associates.Key Responsibilities:Prepare and submit client account paperwork to custodians and...

  • Account Services Associate

    1 month ago

    Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Account Services Associate to join our Central Operations team at Beacon Pointe Advisors. As an Account Services Associate, you will play a critical role in providing exceptional service to our clients and advisors.Key ResponsibilitiesClient Account Management: Prepare and submit client...

  • Account Services Associate

    4 weeks ago

    Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    {"title": "Account Services Associate", "content": "About the RoleBeacon Pointe Advisors is seeking a highly skilled Account Services Associate to join our Central Operations team in Scottsdale, AZ. As a key member of our team, you will be responsible for delivering exceptional service to our clients and advisors.Key ResponsibilitiesPrepare and submit client...

  • Account Services Associate

    5 days ago

    Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    Job OpportunityBeacon Pointe Advisors is seeking a skilled professional to fill the role of Account Services Associate in our Central Operations team. As a key member of our team, you will be responsible for delivering exceptional service to our clients and associates.Key ResponsibilitiesPrepare and submit client account paperwork to custodians, ensuring...

  • Account Services Associate

    1 month ago

    Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    Job DescriptionBeacon Pointe Advisors is seeking a highly skilled professional to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The successful candidate will be part of a talented team of professionals who provide exceptional service to high net worth individuals, families, and institutions.Key...

  • Account Associate

    2 weeks ago

    Scottsdale, Arizona, United States brandonmueller Full time

    About Our AgencyWe are a leading insurance and financial services agency, dedicated to helping individuals and families manage risk and achieve their goals. Our team of experts is committed to providing exceptional service and support to our clients.Job SummaryWe are seeking a highly motivated and organized Account Associate to join our team. As an Account...

  • Senior Accounting Associate

    4 weeks ago

    Scottsdale, Arizona, United States Keller Executive Search Full time

    Senior Accounting AssociateKeller Executive Search is seeking a highly skilled Senior Accounting Associate to join their team in Scottsdale, Arizona. As a Senior Accounting Associate, you will work closely with clients to provide expert financial advice and guidance, including accounting, tax, and financial planning and analysis.Responsibilities:Financial...

  • Senior Accountant Associate

    3 weeks ago

    Scottsdale, Arizona, United States The Keller Group Full time

    Senior Associate Job DescriptionThe Keller Group is a dynamic and innovative public accounting and advisory firm that values its employees and clients. We are seeking a highly motivated and experienced Senior Associate to join our team.Key Responsibilities:Manage a portfolio of high-end clients, providing tailored accounting services, including taxes.Prepare...

  • Senior Accounting Associate

    2 weeks ago

    Scottsdale, Arizona, United States Keller Executive Search Full time

    Job OpportunityWe are seeking a highly skilled Senior Accounting Associate to join our team at Keller Executive Search. As a Senior Accounting Associate, you will play a key role in providing expert financial advice and guidance to our clients, including accounting, tax, and financial planning and analysis.ResponsibilitiesAssist clients in financial analysis...

  • Associate Account Specialist

    3 weeks ago

    Scottsdale, Arizona, United States Markel Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Associate Account Specialist to join our team. As an Associate Account Specialist, you will play a critical role in supporting the underwriting function through customer service and rating and processing of underwriting files.Key ResponsibilitiesManage renewal business under the supervision of an...

  • Client Service Associate

    2 days ago

    Scottsdale, Arizona, United States ARQ Wealth Advisors, LLC Full time

    Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at ARQ Wealth Advisors, LLC. As a Client Service Associate, you will play a critical role in delivering exceptional client experiences and supporting our Wealth Advisors in their daily activities.Key Responsibilities:Coordinate and...

  • Client Service Associate

    4 weeks ago

    Scottsdale, Arizona, United States Beacon Pointe Advisors Full time

    About the RoleWe are seeking a highly skilled Client Service Associate to join our team at Beacon Pointe Advisors. As a Client Service Associate, you will play a critical role in providing exceptional service to our high net worth clients, investment professionals, and other members of the service support team.Key ResponsibilitiesClient Liaison: Act as the...

  • Customer Service Associate

    4 weeks ago

    Scottsdale, Arizona, United States Randstad Full time

    Client Relationship AssociateVanguard is a leading investment company known for its client-first focus, high ethical standards, and collaborative culture.This role involves working as a Randstad Associate, answering and assisting investors with questions, transactions, and financial products. You will be a technical subject matter expert, using virtual...

  • Accounting Associate

    3 weeks ago

    Scottsdale, Arizona, United States MK Recruiting Full time

    Job DescriptionThe Billing Clerk candidate should possess a strong work ethic, be reliable, and have excellent interpersonal skills. This is a Direct Hire Full Time Position, No Degree Required.Key ResponsibilitiesPrepare and issue accurate invoices for payment processing services, POS equipment, and other business transactions.Monitor outstanding invoices...

  • Client Service Associate

    3 weeks ago

    Scottsdale, Arizona, United States ARQ Wealth Advisors, LLC Full time

    Job Title: Client Service AssociateWe are seeking a highly skilled and organized Client Service Associate to join our team at ARQ Wealth Advisors, LLC. As a key member of our support staff, you will play a vital role in delivering exceptional client experiences and ensuring the smooth operation of our wealth management services.Key Responsibilities:Client...

  • Client Service Associate

    3 weeks ago

    Scottsdale, Arizona, United States ARQ Wealth Advisors, LLC Full time

    Job Title: Client Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at ARQ Wealth Advisors, LLC. As a Client Service Associate, you will play a critical role in delivering exceptional client experiences and supporting our Wealth Advisors in their daily activities.Key Responsibilities:Coordinate and...

  • Client Service Associate

    1 week ago

    Scottsdale, Arizona, United States Brighton Jones LLC Full time

    Job Title: Client Service AssociateAbout the Role:We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Brighton Jones LLC. As a critical member of our Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client...

  • Client Service Associate

    2 weeks ago

    Scottsdale, Arizona, United States Brighton Jones LLC Full time

    About the RoleBrighton Jones LLC is seeking a highly skilled and motivated Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in ensuring the highest quality service and client experience for our clients and prospective clients.Key ResponsibilitiesProvide administrative oversight and support to Lead...

  • Client Service Associate/Teller

    1 week ago

    Scottsdale, Arizona, United States Zions Bancorporation Full time

    Job Title: Client Service Associate/TellerWe are seeking a highly skilled and customer-focused Client Service Associate/Teller to join our team at Zions Bancorporation. As a key member of our banking team, you will be responsible for providing exceptional customer service, processing transactions, and identifying opportunities to cross-sell bank products.Key...

  • Client Service Associate/Teller

    3 days ago

    Scottsdale, Arizona, United States National Bank of Arizona Full time

    Job Title: Client Service Associate/TellerAt National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and ongoing employee development.We're looking for a seasoned Part-Time Client Service Associate (Teller) – 20 Hours to join our Gainey/Scottsdale...