Client Service Associate

Beacon Pointe Advisors • Bala Cynwyd, PA

4d • Hybrid

About The Position

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Bala Cynwyd, PA office (hybrid). 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 of educational achievement and an interest in pursuing a career in the Registered Investment Advisor (RIA) industry.

Requirements

• Bachelor’s degree (Finance, Business, Economics, or related field preferred, but not required).
• Strong interpersonal skills, emotional intelligence and a collaborative, positive approach to working with clients and teammates.
• Strong written and verbal communication skills with a client-first mindset.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities while working collaboratively within a team environment.
• Comfortable learning new processes and technology platforms.
• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Office 365.
• Intellectual curiosity, professionalism, and a willingness to learn and grow within the wealth management industry.

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 issues 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 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.
• Support additional projects and responsibilities as needed in a growing and collaborative office environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level