Beacon Pointe Advisors
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charlotte, NC 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
Undergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred)
1 - 2+ years of relevant experience working with high-net worth individuals a plus; 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 can be seen through numerous awards, including being recognized by
Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s
and more. For more information, please visit www.beaconpointe.com.
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charlotte, NC 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
Undergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred)
1 - 2+ years of relevant experience working with high-net worth individuals a plus; 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 can be seen through numerous awards, including being recognized by
Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s
and more. For more information, please visit www.beaconpointe.com.