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)
- Manages and monitors all new account openings, transfers of assets into new accounts, money movement, trading, etc. in CRM
- Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves 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 centralized operations team on projects and/or initiatives designed to streamline firm policies and procedures
- Meets regularly with Associate Wealth Advisors and 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
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
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.