Client Service Professional

3 weeks ago


Newport Beach, California, United States Beacon Pointe Advisors Full time

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. We offer a dynamic work environment and a competitive salary range of $55,000 - $65,000 per annum.

Key Responsibilities
  1. Respond to client requests and resolve issues promptly
  2. Monitor and respond to daily custodial alerts
  3. Update CRM system with client information and interactions
  4. Prepare and distribute financial documents to clients
  5. Collaborate with senior team members on workload management and client communication

Requirements:

  • Four-year college degree in Finance, Business, or Economics (preferred)
  • Exceptional communication and interpersonal skills
  • Organizational and analytical skills with ability to multitask
  • Proficiency in Microsoft Office applications


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