Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our Summit, NJ 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 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
• Prepares alternative investment paperwork for client signature as well as process fundings and or capital calls
• 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
• Works alongside our centralized operations team providing requests for client custodian paperwork to be prepared.
• Other duties, as assigned