Wealth Management Client Service Associate | Denver

Beacon Pointe; Denver (CO); On-site; USD 48,000 - 64,000; Full time

Job summary

Beacon Pointe Advisors in Denver, CO is seeking a Client Service Associate to join our wealth management team. The CSA will support client service needs, monitor custodial alerts, and coordinate with relationship managers and wealth advisors to ensure timely, accurate service and smooth operations.

The role requires a four-year degree and strong communication, organizational, and Excel/Office 365 skills. A collaborative, client-focused mindset aligns with Beacon Pointe values and growth.

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, facilitate 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

Organizational skills

Interpersonal skills

MS Office proficiency

Fast-paced environment

Education

Bachelor’s degree in Finance, Business or Economics

Tools

Office 365

Excel

PowerPoint

Job description

Beacon Pointe Advisors in Denver, CO is seeking a Client Service Associate to join our wealth management team. The CSA will support client service needs, monitor custodial alerts, and coordinate with relationship managers and wealth advisors to ensure timely, accurate service and smooth operations.

The role requires a four-year degree and strong communication, organizational, and Excel/Office 365 skills. A collaborative, client-focused mindset aligns with Beacon Pointe values and growth.