Client Service Associate

Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods
• Affords assistance with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
• Maintains daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
• Records client inquiries including service changes, new account opening, money movement, trading, etc. in CRM
• Prepares custodian paperwork, facilitates account updates and communicates with clients on status
• Meets regularly with Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Participates in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.

Qualifications

• Undergraduate degree required with 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
• Excellent interpersonal and verbal/written skills.
• Strong analytical skills and ability to organize, understand and explain data sets using Excel.
• Proficiency in Microsoft Office applications (Desktop & 360), and preferably, experience in Salesforce or other CRM.
• Demonstrated strong desire to grow in their role and career in Wealth Management.
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.