Account Services Associate
About The Position
Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The successful candidate will join a highly talented team of 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 of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm's clients and associates.
Requirements
- Undergraduate degree required (Bachelor's degree in Finance, Business or Economics preferred)
- 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
- Excellent interpersonal and verbal/written skills
- Self-starter with a proven ability to work in a fast-paced, evolving work environment
- Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Nice To Haves
- Knowledge of Salesforce CRM and Tamarac AdvisorView preferred
- Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred
Responsibilities
- Prepare client account paperwork, submit to custodians and follow-up to confirm completion
- Quality control of submitted requests and account set up in Tamarac AdvisorView following firm procedures
- Execute account maintenance tasks such as, account terminations and other special requests as directed
- Review custodian alerts, document in applicable systems and follow-up as needed to resolve
- Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc.
- Research and respond to routine-to-complex inquires within defined service level commitments
- Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies
- Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac AdvisorView)
- Partner with internal teams to document, review and update firm policies & procedures
- Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
501-1,000 employees
