Experienced Client Support Associate
2 weeks ago
We are excited to announce an opportunity for qualified individuals to join Beacon Pointe Advisors as a Senior Client Service Associate. This role is based in our Scottsdale, AZ office and involves becoming part of a skilled team dedicated to wealth management and client support for high net worth individuals, families, and institutions. The ideal candidate will possess a proven history of educational and professional success, coupled with a strong dedication to providing outstanding service to both clients and colleagues.
Key Responsibilities
- Serve as the main point of contact for high-net-worth (HNW) clients, collaborating with investment professionals and service support teams to deliver a tailored, high-touch service experience. This role entails regular communication with HNW clients and prospects through both verbal and written channels.
- Investigate and address routine to complex inquiries from HNW clients promptly.
- Engage in client meetings as directed by the assigned wealth advisor and/or present on pertinent service matters.
- Collaborate with clients, wealth advisory teams, and central operations to facilitate the establishment of new accounts, including general account setup and alternative subscription documentation.
- Assist with onboarding processes, which include requesting necessary account documentation, monitoring setup through custodian partners, and leading welcome and training sessions for new clients.
- Request, execute, and confirm various account maintenance tasks, such as deposits, cash disbursements, performance reporting, account closures, and other special requests as required.
- Maintain and update client records using internal systems, including Salesforce CRM and Tamarac portfolio management databases.
- Participate in team meetings and work collaboratively with advisor and operations leadership on projects or initiatives aimed at enhancing firm policies and procedures.
- Additional responsibilities may include involvement in team projects and supporting initiatives to improve firm operations.
- Bachelor's degree in Finance, Business, or Economics is preferred.
- 1-2+ years of relevant experience in a similar role.
- Exceptional written and verbal communication abilities.
- Strong organizational, analytical, and interpersonal skills.
- Capacity to thrive in a dynamic, team-oriented environment.
- Proficiency in Microsoft Office applications is essential.
- Experience with Tamarac is advantageous.
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with a presence across the nation. We provide transparent and objective investment guidance, advocating solely for our diverse clientele, which includes institutions such as endowments and foundations, as well as high-net-worth individuals and families. Our advisors' extensive expertise and unwavering commitment to our clients have earned us numerous accolades, including recognition from Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's, and more. For further details, please visit our website.
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