Beacon Pointe
Senior Client Service Associate (CSA)
Location:
New York, NY
Salary:
$175,000 – $200,000
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that service the investment management 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 (cash management, account updates, trading, etc.) and resolve accordingly.
Record client inquiries—including service changes, new account openings, money movements, trading—in CRM.
Prepare custodian paperwork, facilitate account updates and communicate with clients on status.
Meet regularly with relationship managers and associate wealth advisors to prioritize workload, provide timely updates on client service items, and escalates potential issues when appropriate.
Assist with preparation of meeting presentation materials, document meeting follow‑up and take ownership of specific operational related tasks.
Participate in team meetings and collaborate with operations leadership on projects and initiatives designed to streamline firm policies and procedures.
Other duties, as assigned.
Qualifications
Undergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred).
3–5+ years of relevant experience working with high‑net‑worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Excellent interpersonal and verbal/written skills.
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.).
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 are demonstrated through numerous awards, including recognition by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
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New York, NY
Salary:
$175,000 – $200,000
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that service the investment management 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 (cash management, account updates, trading, etc.) and resolve accordingly.
Record client inquiries—including service changes, new account openings, money movements, trading—in CRM.
Prepare custodian paperwork, facilitate account updates and communicate with clients on status.
Meet regularly with relationship managers and associate wealth advisors to prioritize workload, provide timely updates on client service items, and escalates potential issues when appropriate.
Assist with preparation of meeting presentation materials, document meeting follow‑up and take ownership of specific operational related tasks.
Participate in team meetings and collaborate with operations leadership on projects and initiatives designed to streamline firm policies and procedures.
Other duties, as assigned.
Qualifications
Undergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred).
3–5+ years of relevant experience working with high‑net‑worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Excellent interpersonal and verbal/written skills.
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.).
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 are demonstrated through numerous awards, including recognition by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.
#J-18808-Ljbffr