Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate in our Los Angeles, CA office. This Senior Client Service Associate role incorporates both Client Service and Operations functions. You will join a highly talented team of wealth management professionals that service the investment management and financial planning needs of high-net-worth individuals, families, and institutions. A successful candidate will have a demonstrated track record of both educational and professional achievement, with a commitment and passion for delivering exceptional service to the firm's clients and associates.
Responsibilities
- Research complex client and associate inquiries, responding to client requests via phone, email, and/or other contact methods.
- Maintain and update client files utilizing internal systems including CRM (Microsoft Dynamics) and portfolio management databases (Tamarac AdvisorView).
- Manage and monitor all new account openings, transfers of assets into new accounts, money movement, trading, etc. in CRM.
- Monitor daily custodial alerts including cash management, account updates, trading, etc. and resolve accordingly.
- Serve as a subject matter expert on complex operations processes with the aptitude to identify, understand, and communicate core operational needs.
- Participate in team meetings and collaborate with the centralized operations team on projects and/or initiatives designed to streamline firm policies and procedures.
- Meet regularly with Associate Wealth Advisors and Advisors to prioritize workload, provide timely updates on client service items, and escalate potential issues when appropriate.
- Assist with the preparation of meeting presentation materials, document meeting follow-up, and take ownership of specific operational-related tasks.
Qualifications
- Four-year college degree (Bachelor's degree in Finance, Business, or Economics preferred).
- 3+ years of relevant experience working within client services and/or operations; preferably with a Registered Investment Advisor (RIA), investment management firm, or broker/dealer.
- Demonstrated experience and knowledge of client service and operational processes.
- Exceptional written and verbal communication skills.
- Commitment to detail with excellent organization, time management, and interpersonal skills.
- Self-starter with a proven ability to work in a fast-paced, evolving work environment.
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.).
- Knowledge of Salesforce CRM and/or Tamarac AdvisorView preferred.
- Experience with Charles Schwab and/or Fidelity institutional platforms and paperwork preferred.
Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is a multi-billion-dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more. For more information, please visit www.beaconpointe.com.
Job Features
Job Category: Client Service & Operations
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