Client Service Associate

Company: Beacon Pointe
Location: San Jose
Posted on: February 22, 2025

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 an 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 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 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 the 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.Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.About the Beacon Pointe Family of CompaniesBeacon 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 .
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Keywords: Beacon Pointe, San Jose , Client Service Associate, Other , San Jose, California