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Beacon Pointe · 23 hours ago

Client Service Associate

Sarasota, FL

Full-time

Onsite

New Grad, Entry Level

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms. They are seeking a Client Service Associate to join their team, responsible for servicing the investment management and financial planning needs of high net worth individuals, families, and institutions.

Financial Services

Growth Opportunities

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

Qualification

Bachelor’s degree in FinanceMicrosoft Office proficiencyCommunication skillsOrganizational skillsAnalytical skillsInterpersonal skillsTeamworkFast-paced environment

Required

Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred)

Excellent written and verbal communication skills

Strong organizational, analytical, and interpersonal skills

Ability to excel in a fast-paced, team environment

Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

Company

Beacon Pointe

Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families.

Founded in 2002