Wealth 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

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.