Beacon Pointe
Client Service Associate – Columbia, MD
Job Description
Beacon Pointe Advisors is seeking a dedicated Client Service Associate (CSA) to join our Columbia, MD office. The CSA will work closely with a talented team of wealth management professionals that serve 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
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 inquiries including service changes, new account opening, money movement, trading, etc. in CRM.
Prepares custodian paperwork, facilitates 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.
Participates in team meetings and collaborates 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 (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 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, Barron’s, and more. For more information, please visit Awards Disclosures.
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Beacon Pointe Advisors is seeking a dedicated Client Service Associate (CSA) to join our Columbia, MD office. The CSA will work closely with a talented team of wealth management professionals that serve 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
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 inquiries including service changes, new account opening, money movement, trading, etc. in CRM.
Prepares custodian paperwork, facilitates 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.
Participates in team meetings and collaborates 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 (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 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, Barron’s, and more. For more information, please visit Awards Disclosures.
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