Client Service Associate

Beacon Pointe; Newport Beach (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

Beacon Pointe Advisors is seeking a Client Service Associate in Newport Beach, CA to support wealth management and client service needs for high net worth individuals, families, and institutions. You will respond to client requests, monitor custodian alerts, and keep CRM updated while coordinating with relationship managers.

The role involves preparing paperwork, updating clients on status, and contributing to team projects to streamline firm procedures in a fast-paced environment.

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.).
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

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, 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.

Skills

Communication skills

Organization

Analytical skills

Interpersonal skills

MS Office

Education

Bachelor's degree in Finance, Business or Economics

Tools

CRM software

Job description

Job Description

We 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 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.).
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

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.