Account Services Associate

Job Description Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families, and institutions. The 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 firms clients and associates. Responsibilities Prepare client account paperwork, submit to custodians, and follow-up to confirm completion Perform quality control of submitted requests and account setup in Tamarac AdvisorView following firm procedures Execute account maintenance tasks such as account terminations and other special requests as directed Review custodian alerts, document in applicable systems, and follow-up as needed to resolve issues Assist in preparing paperwork for Alternative Investments, including subscription agreements, redemptions, and capital calls Research and respond to routine-to-complex inquiries within defined service level commitments Handle incoming inquiries from advisor teams related to troubleshooting and review of complex account and data discrepancies Maintain and update client files using internal systems including CRM (Salesforce) and portfolio management databases (Tamarac AdvisorView) Partner with internal teams to document, review, and update firm policies and procedures Participate in team meetings and collaborate with operations leadership on projects aimed at streamlining firm policies and procedures Qualifications Undergraduate degree required (Bachelors degree in Finance, Business, or Economics preferred) 1-2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm, or broker/dealer Excellent interpersonal and verbal/written communication skills Self-starter with the ability to work effectively in a fast-paced, evolving environment Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) Knowledge of Salesforce CRM and Tamarac AdvisorView preferred Experience with Charles Schwab, Fidelity, and/or TD Ameritrade institutional platforms and paperwork preferred About Beacon Pointe Advisors Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor headquartered in Southern California with affiliate offices nationwide. We provide objective investment advice, advocating for our diverse clients including institutions (e.g., endowments, foundations), high-net-worth individuals, and families. Our teams extensive expertise and commitment to clients have earned numerous awards from Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barrons, and more. For more information, visit www.beaconpointe.com. #J-18808-Ljbffr