High-Touch Client Liaison

3 days ago


Scottsdale, Arizona, United States Beacon Pointe Advisors Full time
Sr Client Service Associate Job Description

As a Sr Client Service Associate at Beacon Pointe Advisors, you will be part of a highly talented team of professionals who provide investment management and client service expertise to high-net-worth individuals and families. Your primary responsibilities will include acting as the primary liaison between clients, investment professionals, and other team members to provide exceptional service experiences.



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