Beacon Pointe
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Client Service Associate
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Beacon Pointe 1 day ago Be among the first 25 applicants Join to apply for the
Client Service Associate
role at
Beacon Pointe Get AI-powered advice on this job and more exclusive features. Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our San Diego, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our San Diego, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.
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 inquires 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
Qualifications
Four-year college degree (Bachelors 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.)
About The Beacon Pointe Family Of Companies
Beacon Pointe Advisors is one of the nations 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, Barrons,
and more. For more information, please visit
Awards Disclosures .
Seniority level
Seniority level
Entry level Employment type
Employment type
Full-time Job function
Job function
Other Referrals increase your chances of interviewing at Beacon Pointe by 2x Sign in to set job alerts for Client Services Associate roles.
Del Mar, CA $60,000.00-$75,000.00 2 days ago San Diego Metropolitan Area $53,800.00-$71,700.00 2 days ago Associate/Senior Associate - Private Client Service
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Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Client Service Associate
role at
Beacon Pointe 1 day ago Be among the first 25 applicants Join to apply for the
Client Service Associate
role at
Beacon Pointe Get AI-powered advice on this job and more exclusive features. Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our San Diego, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our San Diego, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.
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 inquires 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
Qualifications
Four-year college degree (Bachelors 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.)
About The Beacon Pointe Family Of Companies
Beacon Pointe Advisors is one of the nations 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, Barrons,
and more. For more information, please visit
Awards Disclosures .
Seniority level
Seniority level
Entry level Employment type
Employment type
Full-time Job function
Job function
Other Referrals increase your chances of interviewing at Beacon Pointe by 2x Sign in to set job alerts for Client Services Associate roles.
Del Mar, CA $60,000.00-$75,000.00 2 days ago San Diego Metropolitan Area $53,800.00-$71,700.00 2 days ago Associate/Senior Associate - Private Client Service
Client Services Representative (BLANK AST 2)
Administrative Associate B* - Cardiology Clinic
Care Coordinator (Temporary Role, Remote)
National City, CA $20.50-$21.00 2 months ago Client Services Representative (BLANK AST 2)
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr