Beacon Pointe
Overview
Beacon Pointe Advisors is seeking a Client Service Associate (CSA) in Scottsdale, AZ. The CSA will join a team of wealth management and client service professionals serving 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 educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities
Respond to routine client requests via phone, email and other contact methods Monitor daily custodial alerts including cash management, account updates, trading, and resolve issues accordingly Record client inquiries including service changes, new account openings, money movement, and trading in CRM Prepare custodian paperwork, facilitate account updates, and communicate status to clients Meet regularly with relationship managers and associate wealth advisors to prioritize workload; provide timely updates on client service items and escalate potential issues when appropriate Assist with preparation of meeting presentation materials, document meeting follow-up, and own specific operational tasks Participate in team meetings and collaborate with operations leadership on projects to streamline firm policies and procedures Other duties as assigned 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.) About The Beacon Pointe Family Of Companies
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to institutions, high-net-worth individuals, and families. The firm has been recognized by industry publications including Forbes, Financial Advisor Magazine, and Barron’s. For more information, please visit the firm’s site. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Other
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Beacon Pointe Advisors is seeking a Client Service Associate (CSA) in Scottsdale, AZ. The CSA will join a team of wealth management and client service professionals serving 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 educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry. Responsibilities
Respond to routine client requests via phone, email and other contact methods Monitor daily custodial alerts including cash management, account updates, trading, and resolve issues accordingly Record client inquiries including service changes, new account openings, money movement, and trading in CRM Prepare custodian paperwork, facilitate account updates, and communicate status to clients Meet regularly with relationship managers and associate wealth advisors to prioritize workload; provide timely updates on client service items and escalate potential issues when appropriate Assist with preparation of meeting presentation materials, document meeting follow-up, and own specific operational tasks Participate in team meetings and collaborate with operations leadership on projects to streamline firm policies and procedures Other duties as assigned 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.) About The Beacon Pointe Family Of Companies
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to institutions, high-net-worth individuals, and families. The firm has been recognized by industry publications including Forbes, Financial Advisor Magazine, and Barron’s. For more information, please visit the firm’s site. Job Details
Seniority level: Entry level Employment type: Full-time Job function: Other
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