Client Service Associate
Company: Beacon Pointe
Location: Newport Beach
Posted on: September 19, 2024
Job Description:
Client Service Associate - Newport Beach, CAJob DescriptionWe
are currently seeking qualified candidates to join Beacon Pointe
Advisors as a Client Service Associate (CSA) in our Newport Beach,
CA office. The Client Service Associate will join a highly talented
team of wealth management and client service professionals that
service the investment management and financial planning needs of
high net worth individuals, families, and institutions. The
successful candidate will have a demonstrated track record of
educational achievement and an interest in pursuing a career in the
Registered Investment Advisor industry.Responsibilities
- Responds to routine client requests via phone, email, and/or
other contact methods.
- Monitors 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 relationship managers and associate wealth
advisors to prioritize workload, provide timely updates on client
service items, and escalate potential issues when appropriate.
- Assists with the preparation of meeting presentation materials,
documents meeting follow-up, and takes ownership of specific
operational-related tasks.
- Participates in team meetings and collaborates with the
operations leadership team on projects and/or initiatives designed
to streamline firm policies and procedures.
- Other duties, as assigned.Qualifications
- Four-year college degree (Bachelor's degree in Finance,
Business, or Economics preferred).
- Excellent written and verbal communication skills.
- Strong organizational, analytical, and interpersonal
skills.
- Ability to excel in a fast-paced, team environment.
- Proficiency in Microsoft Office applications (Word, Excel,
PowerPoint, Office 365, etc.).Interested Candidates: Please click
on the link below to apply. Please ensure your resume is uploaded
prior to completing the process.About the Beacon Pointe Family of
CompaniesBeacon 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 .Job FeaturesJob Category:
Client Service & OperationsApply OnlineAttach Resume *
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Keywords: Beacon Pointe, Laguna Beach , Client Service Associate, Other , Newport Beach, California
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