Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our Los Angeles office. The CSA 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 institution. The CSA will work alongside our centralized operations team providing requests for client custodian paperwork to be prepared. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor 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 accordingly
• Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
• Meets regularly with Wealth Advisor team to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
• Assists with specific operational related tasks and collaborates with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
• Other duties, as assigned