Client Solutions Specialist

1 day ago

Newport Beach, California, United States Beacon Pointe Full time

Job Description
Beacon Pointe Advisors, a client-centered Registered Investment Advisory (RIA) firm, is seeking a detail-oriented and client-service-driven
Client Solutions Specialist
to help advisors implement all of our various client solutions and manage and support our workplace retirement technology. This role is critical to our commitment to ongoing service and holistic solutions for all of our clients across the firm.

The ideal candidate brings a strong background in comprehensive financial planning and investment advising. Experience with Pontera a plus. 3-5 years of wealth management experience required.

Key Responsibilities

  • Serve as a point of contact for advisors regarding questions and service support for Pontera, Brokeragelink and PCRA.
  • Manage parts of the operations of the Pontera platform including potentially provisioning new users, removing users, running reports, assisting with re-linking broken accounts, etc.
  • Be the subject matter expert on our workplace retirement technology platform.
  • Support workplace retirement plan business transition/onboarding and integration as part of our M&A growth efforts.
  • Serve as the liaison between Beacon Pointe and our workplace retirement technology partners.
  • Reaching out to advisors and offices to discuss all of our client service solutions and helping them include these solutions in financial planning leading to increased adoption and implementation.
  • Assisting advisors and MDs in identifying ways to create value for clients that leads to increased wallet share or implementation of another solution.
  • Using firm-level data to help advisors uncover outside opportunities and execute on their conversion.
  • Develop systems and processes to track all newly converted business.
  • Advisor training and education support on all solutions including workplace retirement solutions.
  • Maintain and update internal business processes and procedures.
  • All opportunity entering and tracking in Salesforce for opportunities.
  • Build and deliver educational content to train our advisors.

Qualifications

  • Minimum 3 – 5 years of relevant experience, preferred experience in the financial planning space working with advisors and clients.
  • Strong knowledge of Salesforce, eMoney, and Excel.
  • Strong knowledge of holistic client solutions and financial planning.
  • Exceptional attention to detail and organizational skills.
  • Client-first mindset with strong interpersonal and communication abilities.

About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit
Awards Disclosures
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