What are the responsibilities and job description for the Client Service Associate position at Beacon Pointe?
Job Description
We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Client Service Associate in our Denver, CO office. The prospective candidate will join a 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 should have a demonstrated track record in client service, be comfortable in a fast-paced environment requiring excellent attention to detail, and have an interest in pursuing a career in with a Registered Investment Advisor in the Wealth Management industry. This is an entry level position and can lead to additional opportunities in Beacon Pointe’s Client Service, Operational, and Advisory teams.
Responsibilities
We are currently seeking a qualified candidate to join Beacon Pointe Advisors as a Client Service Associate in our Denver, CO office. The prospective candidate will join a 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 should have a demonstrated track record in client service, be comfortable in a fast-paced environment requiring excellent attention to detail, and have an interest in pursuing a career in with a Registered Investment Advisor in the Wealth Management industry. This is an entry level position and can lead to additional opportunities in Beacon Pointe’s Client Service, Operational, and Advisory teams.
Responsibilities
- Respond to routine client requests via phone, email and/or other contact methods
- Assist with preparation of meeting presentation materials, document meeting follow-up, and takes ownership of specific operational tasks
- Monitor daily custodial alerts including cash management, account updates, trading, etc. and resolve accordingly
- Record client inquires including service changes, new account opening, money movement, trading, etc. in Salesforce
- Prepare custodian paperwork, facilitate account updates, and communicate with clients on status
- Meet regularly with Wealth Advisors to prioritize workload, provide timely updates on client service items, and escalate potential issues when appropriate
- Participate 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.
- Undergraduate degree preferred
- Excellent interpersonal and verbal/written skills.
- Strong analytical skills and ability to organize, understand, and explain data sets.
- Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or another CRM.
- strong desire to grow in their role and career in Wealth Management.
