Senior Client Service Associate

Beacon Pointe; Campbell (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors in Campbell, CA is seeking a Senior Client Service Associate to join a talented wealth management team serving high-net-worth individuals, families, and institutions. The role focuses on responsive client service, accurate account updates, and collaboration with wealth advisors to keep service levels exceptional.

The ideal candidate holds a four-year degree (Finance, Business or Economics preferred) and 2–3+ years of relevant experience with high-net-worth clients, plus

Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
• 2-3+ years of relevant experience working with high-net worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
• 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.).

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 and advisors on status.
• Meets regularly with wealth advisors, 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 the operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures.
• Other duties, as assigned.

Skills

Client service

Communication

Organizational skills

Analytical skills

Team collaboration

Education

Bachelor's degree in Finance, Business or Economics

Tools

CRM software

Microsoft Office

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our Campbell, CA office. The Senior 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 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 inquiries including service changes, new account opening, money movement, trading, etc. in CRM.
• Prepares custodian paperwork, facilitates account updates, and communicates with clients and advisors on status.
• Meets regularly with wealth advisors, 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 the 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).
• 2-3+ years of relevant experience working with high-net worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
• 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.