Account Services Associate

Responsibilities

• Prepare client account paperwork, submit 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; subscription agreements, redemptions, capital calls, etc.
• Research and respond to routine-to-complex inquires within defined service level commitments.
• Handle incoming inquiries from advisor teams related to the 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 & procedures.
• Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures.

Qualifications

• 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 with Microsoft Office; experience with Salesforce, Tamarac, Envestnet Trading, or similar systems preferred.
• Familiarity with major custodian platforms such as Schwab and Fidelity is a plus.

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.