Client Service Associate

Beacon Pointe; Campbell (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading company in the Registered Investment Advisor industry is seeking a Client Service Associate in Campbell, CA. The role involves handling client requests, monitoring custodial alerts, and preparing necessary documentation. Ideal candidates will possess a bachelor’s degree and strong communication and organizational skills.

Qualifications

• Four-year college degree preferred.
• Excellent written and verbal communication skills.
• Ability to excel in a fast-paced, team environment.

Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods.
• Monitors daily custodial alerts and resolves accordingly.
• Prepares custodian paperwork and communicates with clients on status.

Skills

Communication

Organizational skills

Analytical skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business or Economics

Tools

Microsoft Office

Job description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell, 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 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.)

Interested Candidates:Please click on the link below to apply. Please ensure your resumeis uploaded prior to completing the process.

About the Beacon Pointe Family of Companies

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 visitAwards Disclosures.

Job Features

Job Category Client Service & Operations

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