Client Service Associate

Beacon Pointe; San Jose (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

A multi-billion dollar Registered Investment Advisor located in San Jose is seeking a Client Service Associate to join their team. This entry-level position entails responding to client inquiries, assisting in meeting preparation, and monitoring custodial alerts. Ideal candidates will possess an undergraduate degree, excellent interpersonal skills, and the ability to thrive in a collaborative environment. This role provides a foundation for a career in Wealth Management with growth opportunities in Advisory and Client Service.

Qualifications

• Undergraduate degree required with 2+ years of relevant experience working with high-net worth individuals preferred.
• Excellent interpersonal and verbal/written skills.
• Strong analytical skills and ability to organize, understand and explain data sets using Excel.

Responsibilities

• Respond to routine client requests via phone, email and/or other contact methods.
• Assist with preparation of meeting presentation materials and documents.
• Monitor daily custodial alerts and resolve accordingly.

Skills

Interpersonal skills

Analytical skills

Attention to detail

Organizational skills

Verbal and written communication

Education

Undergraduate degree

Tools

Microsoft Office applications

Salesforce

Job description

Client Service Associate

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, 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 in client service, be comfortable in a fast-paced environment requiring excellent attention to detail and have interest in pursuing a career in the Registered Investment Advisor industry. This is an entry level position in the Wealth Management industry and can lead to additional opportunities in Advisory, Client Service or Operational roles.

Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
• 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, facilitate account updates and communicates with clients on status
• Meets regularly with Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Participates in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.

Qualifications

• Undergraduate degree required with 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
• Excellent interpersonal and verbal/written skills.
• Strong analytical skills and ability to organize, understand and explain data sets using Excel.
• Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or other CRM.
• Demonstrated strong desire to grow in their role and career in Wealth Management.
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

About the Beacon Pointe Family of Companies

Beacon 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 www.beaconpointe.com.