Senior Client Service Associate

Beacon Pointe; Newport Beach (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Beacon Pointe Advisors in Newport Beach, CA seeks a Senior Client Service Associate to deliver exceptional client service and act as a liaison among clients, Wealth Advisors, and custodians. You will support investment management and financial planning for high-net-worth individuals and families, taking ownership of complex service requests from start to finish.

Ideal candidates have experience in wealth management or an RIA environment, a 4-year degree in Finance/Business/Economics, and strong

Qualifications

• Experience in wealth management, financial services, or an RIA environment preferred.
• Four-year college degree; degree in Finance/Business/Economics or related field preferred.
• Excellent written and verbal communication; professional client interactions.
• Strong organizational, analytical, interpersonal, and problem-solving skills.
• High attention to detail; ability to manage multiple time-sensitive tasks.

Responsibilities

• Serve as primary liaison among clients, Wealth Advisors, and custodians.
• Respond promptly to client requests by phone, email, and other approved methods; provide updates.
• Own service requests from initiation to completion (accounts, transfers, money movement, cashiering, maintenance, cost basis).
• Monitor custodial alerts; resolve or escalate as needed.
• Document inquiries and activity in Salesforce and internal systems.
• Maintain organized client records per firm procedures.
• Serve as contact for custodians, sub-advisors, 529 providers, and partners.
• Meet with Wealth Advisors to prioritize workload and ensure timely completion of items.
• Assist with client meeting materials and follow-up; complete operational items.
• Support recurring compliance duties and client disclosures.
• Follow workflows; identify opportunities to improve accuracy and client experience.
• Utilize firm technology to work efficiently and reduce errors.

Skills

Client service

Wealth management

Communication

Organization

Problem solving

Attention to detail

Microsoft Office

Salesforce

Education

Bachelor's degree in Finance/Business/Economics

Tools

Salesforce

Microsoft 365

Job description

Job Description

We are seeking a Senior Client Service Associate for our Newport Beach, CA office who will deliver a high level of service to clients and serve as a trusted liaison among clients, Wealth Advisors, and custodial partners. The successful candidate will support the investment management and financial planning needs of high-net-worth individuals and families, take ownership of complex service requests from initiation through completion, and help improve the team's operating processes. This role is well suited for an experienced client service professional who is organized, proactive, comfortable in a fast-paced environment, and committed to building long-term client relationships within our Pasadena and Newport Beach client base.

Responsibilities

• Deliver exceptional client service and serve as a primary liaison among clients, Wealth Advisors, client service team members, and custodians.
• Respond promptly and professionally to client requests by phone, email, and other approved communication methods, and provide clear updates on outstanding items.
• Take ownership of service requests from start to finish, including new account opening, account transfers, money movement, cashiering, general account maintenance, and cost basis reconciliation.
• Monitor daily custodial alerts related to cash management, account updates, trading, and other service activity; resolve or elevate items as appropriate.
• Record client inquiries, service changes, account-opening activity, money movement, trading requests, and follow-up items accurately in Salesforce CRM and other internal systems.
• Maintain organized, complete, and current client records and documentation in accordance with firm procedures.
• Serve as a point of contact for custodians, sub-advisors, 529 plan providers, and other outside partners on account-opening, cashiering, and ongoing client service needs.
• Meet regularly with Wealth Advisors to prioritize workload, communicate status, identify potential issues, and ensure timely completion of client action items.
• Assist with preparation of client meeting materials, document meeting follow-up, and complete assigned operational action items.
• Support recurring compliance responsibilities, including confirmation and documentation of required client disclosures and other assigned items.
• Follow established workflows and controls while identifying opportunities to improve accuracy, efficiency, communication, and the client experience.
• Leverage firm technology and resources to work efficiently, reduce errors, and maintain a high standard of service.
• Participate in team meetings and collaborate with operations leadership on projects and initiatives that strengthen firm policies and procedures.
• Provide support on special projects and other client service or operational priorities as needed.

Qualifications

• Demonstrated experience delivering high-quality client service; experience in wealth management, financial services, or a Registered Investment Advisor environment is preferred.
• Four-year college degree; a bachelor's degree in Finance, Business, Economics, or a related field is preferred.
• Excellent written and verbal communication skills, with the judgment and professionalism to communicate directly with clients and external partners.
• Strong organizational, analytical, interpersonal, and problem-solving skills.
• High attention to detail and the ability to prioritize and complete multiple time-sensitive tasks accurately.
• Ability to take ownership, work collaboratively, and excel in a fast-paced team environment.
• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Microsoft 365; experience with Salesforce and custodial platforms is preferred.
• Client-first mindset, sound judgment, accountability, adaptability, and a commitment to continuous process improvement.

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.