Senior Client Service Associate

Beacon Pointe; Redmond (WA); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Beacon Pointe Advisors seeks a Senior Client Service Associate to join the Redmond, WA team. This role partners with Wealth Advisors to deliver a high-touch client experience and independently manages complex client-service and account-administration work.

The position requires coordination of multi-step client matters from receipt through completion, with strong judgment, follow-through, and collaboration across teams to support growth and client satisfaction.

Formación

• Four or more years of progressively responsible client-service, account-administration, or operations experience.
• Experience with account-opening and maintenance workflows, client documentation, money movement, transfers, and custodial service processes.
• Bachelor's degree preferred, or an equivalent combination of education and relevant professional experience.

Responsabilidades

• Serve as a primary point of contact for client-service requests and communicate clearly, professionally, and promptly with clients and internal partners.
• Monitor custodial alerts, including cash-management activity, account updates, and trade-related alerts; research, coordinate, and document resolution.
• Independently manage complex account maintenance, account-opening, transfer, money-movement, documentation, and follow-up activities within established firm procedures.
• Coordinate onboarding and transition-related service work, maintain accurate records, and ensure required client and custodial documentation is complete before submission.
• Record client inquiries, service changes, and account activity in the CRM; track outstanding requests, identify potential delays or risks, and drive timely resolution or escalation.
• Partner with Wealth Advisors to prepare for client meetings, organize materials, coordinate logistics, and complete post-meeting follow-up.
• Keep advisors and the Client Service Manager informed of client matters, competing priorities, deadlines, and unresolved items.
• Meet regularly with advisors and service partners to prioritize workload, provide timely status updates, and elevate client-service concerns when appropriate.
• Support prospect, client, and community-facing activities through scheduling, materials coordination, client communications, and follow-up.
• Provide reliable administrative and operational support that allows advisors and Associate Wealth Advisors to focus more time on planning, relationship management, and growth activities.

Conocimientos

Client service

Account admin

Wealth management

CRM systems

Salesforce

MS Office

Detail-oriented

Educación

Bachelor's degree preferred

Herramientas

Salesforce

CRM software

Descripción del empleo

JobDescription

We are seeking a Senior Client Service Associate to join our Redmond, WA team. The Senior Client Service Associate is a key member of Beacon Pointe's Client Service Department and the Redmond wealth management team. This role partners with the firm's investment and wealth management professionals to deliver a high-touch client experience; independently manages complex client-service and account-administration work; and collaborates closely with Wealth Advisors, Associate Wealth Advisors, and the Client Service Manager. The successful candidate brings sound judgment, strong follow-through, and the ability to coordinate multi-step client matters from receipt through completion.

Responsibilities

Client Service and Account Administration

• Serve as a primary point of contact for client-service requests and communicate clearly, professionally, and promptly with clients and internal partners.


• Monitor custodial alerts, including cash-management activity, account updates, and trade-related alerts; research, coordinate, and document resolution.


• Independently manage complex account maintenance, account-opening, transfer, money-movement, documentation, and follow-up activities within established firm procedures.


• Coordinate onboarding and transition-related service work, maintain accurate records, and ensure required client and custodial documentation is complete before submission.


• Record client inquiries, service changes, and account activity in the CRM; track outstanding requests, identify potential delays or risks, and drive timely resolution or escalation.

Advisor and Team Support

• Partner with Wealth Advisors to prepare for client meetings, organize materials, coordinate logistics, and complete post-meeting follow-up.


• Keep advisors and the Client Service Manager informed of client matters, competing priorities, deadlines, and unresolved items.


• Meet regularly with advisors and service partners to prioritize workload, provide timely status updates, and elevate client-service concerns when appropriate.


• Support prospect, client, and community-facing activities through scheduling, materials coordination, client communications, and follow-up.


• Provide reliable administrative and operational support that allows advisors and Associate Wealth Advisors to focus more time on planning, relationship management, and growth activities.

Operational Coordination and Process Improvement

• Coordinate effectively with Central Operations, Account Services, trading, custodial partners, and other internal teams to move client work forward.


• Maintain high-quality CRM and document-management records, including notes, task status, client information, and required follow-up.


• Identify workflow gaps or recurring service issues and recommend practical improvements that strengthen accuracy, timeliness, and client experience.


• Participate in team initiatives and collaborate with leadership on projects that streamline firm policies, procedures, and client-service workflows.


• Serve as a knowledgeable resource on day-to-day client-service processes and share best practices with team members as appropriate.

Qualifications

• Four or more years of progressively responsible client-service, account-administration, or operations experience, preferably in wealth management, investment advisory, or financial services.


• Demonstrated experience managing multi-step client requests with accuracy, sound judgment, and strong follow-through.


• Experience with account-opening and maintenance workflows, client documentation, money movement, transfers, and custodial service processes.


• Strong proficiency with Microsoft Office and the ability to learn and use CRM, document-management, and custodial platforms. Experience with Salesforce or comparable CRM systems is preferred.


• Bachelor's degree preferred, or an equivalent combination of education and relevant professional experience.


• Relevant financial-services registrations are a plus.

Core Competencies

• Client-focused communication and professional presence


• Attention to detail, accuracy, and confidentiality


• Ownership, accountability, and proactive follow-through


• Ability to prioritize competing deadlines and manage a high volume of work


• Problem-solving judgment and appropriate escalation


• Collaboration across advisors, operations, and service teams


• Alignment with Beacon Pointe's F.A.C.E.S. values: Friendly, Ambitious, Collaborative, Entrepreneurial, and 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.