Client Service Associate Beacon Pointe AdvisorsClient Service AssociateNewport Beach, CAThe 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. 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.
Client Service Associate Beacon Pointe AdvisorsClient Service AssociateScottsdale, AZResponds 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, 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 • Participates in team meetings and collaborates with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures • Other duties as assigned. Four-year college degree, Bachelors 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.
Client Service Associate Beacon Pointe AdvisorsClient Service AssociateLos Angeles, CAThe Client Service Associate will join a highly talented team of wealth management professionals that service the investment management and financial planning needs of high-net-worth individuals, families and institutions. Meets regularly with associate wealth advisors and senior advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate.
Client Service Associate Beacon Pointe AdvisorsClient Service AssociateBala Cynwyd, PAThe 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. 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.
Client Service Associate Beacon Pointe Advisors LLCClient Service AssociateNewport Beach, CAThe 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. 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 .
Client Service Associate Beacon Pointe Advisors LLCClient Service AssociateLos Angeles Area, CAThe Client Service Associate will join a highly talented team of wealth management professionals that service the investment management and financial planning needs of high-net-worth individuals, families and institutions. Meets regularly with associate wealth advisors and senior advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate .