Client Service Associate

Job Description 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. 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. Qualifications 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. About Beacon Pointe Advisors Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. #J-18808-Ljbffr Beacon Pointe