Client Service Associate

Beacon Pointe Advisors

Scottsdale, AZ

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JOB DETAILS

SKILLS

Analysis Skills, Cash Management, Communication Skills, Customer Relationship Management (CRM), Customer Support/Service, Economics, Endowments, Establish Priorities, Finance, Financial Planning, High Net Worth, Interpersonal Skills, Investment Management, Investment Services, Leadership, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Organizational Skills, Policy Development, Presentation/Verbal Skills, Procedure Development, Project Design, Registered Investment Advisor (RIA), Time Management, Wealth Management, Writing Skills

LOCATION

Scottsdale, AZ

POSTED

2 days ago

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Scottsdale, AZ 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…" /> Client Service Associate @ Beacon Pointe Advisors LLC

Client Service Associate

Scottsdale, AZ

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Scottsdale, AZ 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 institution. 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 inquires including service changes, new account opening, money movement, trading, etc. in CRM
Prepares custodian paperwork, facilitate account updates and communicates with clients on status
Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
Participate in team meetings and collaborate with 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.)

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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Client Service Associate

Beacon Pointe Advisors

Scottsdale, AZ

About the Company

Beacon Pointe Advisors

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