Client Service Associate
: Job Details :

Join to apply for the Client Service Associate role at Beacon Pointe

2 days ago Be among the first 25 applicants

Join to apply for the Client Service Associate role at Beacon Pointe

Get AI-powered advice on this job and more exclusive features.

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA 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 institutions. The successful candidate will have a demonstrated track record in client service, be comfortable in a fast-paced-environment requiring excellent attention to detail and have interest in pursuing a career in the Registered Investment Advisor industry. This is an entry level position in the Wealth Management industry and can lead to additional opportunities in Advisory, Client Service or Operational roles.

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA 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 institutions. The successful candidate will have a demonstrated track record in client service, be comfortable in a fast-paced-environment requiring excellent attention to detail and have interest in pursuing a career in the Registered Investment Advisor industry. This is an entry level position in the Wealth Management industry and can lead to additional opportunities in Advisory, Client Service or Operational roles. Responsibilities

• Responds to routine client requests via phone, email and/or other contact methods
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
• 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 Wealth Advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Participates in team meetings and collaborates with leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.

Qualifications

• Undergraduate degree required with 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.
• Strong analytical skills and ability to organize, understand and explain data sets using Excel.
• Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or other CRM.
• Demonstrated strong desire to grow in their role and career in Wealth Management.
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

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, Barrons and more. For more information, please visit www.beaconpointe.com. Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Other

Referrals increase your chances of interviewing at Beacon Pointe by 2x

Get notified about new Client Services Associate jobs in San Jose, CA.

Client Partner Associate (Customer Success)

Redwood City, CA $60,000.00-$60,000.00 3 days ago

Fremont, CA $43,160.00-$63,050.00 5 days ago

Redwood City, CA $43,160.00-$63,050.00 5 days ago

Administrative Assistant, Member Experience Core Systems

San Jose, CA $4,058.00-$6,653.00 1 month ago

Operations Associate - Full Time - Entry Level

San Jose, CA $44,000.00-$71,000.00 2 days ago

San Francisco Bay Area $65,000.00-$90,000.00 3 weeks ago

Admin Assistant - Full Time - Onsite Role Client Operations Associate - West Coast

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr