Client Service Associate

Overview

Beacon Pointe Advisors is seeking qualified candidates to join as a Client Service Associate (CSA) in our Asheville, NC office. The CSA will join a 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 industry.

• Respond to routine client requests via phone, email and/or other contact methods
• Monitor daily custodial alerts including cash management, account updates, trading, etc., and resolve accordingly
• Record client inquiries including service changes, new account opening, money movement, trading, etc., in CRM
• Prepare custodian paperwork, facilitate account updates and communicate with clients on status
• Meet regularly with relationship managers and associate wealth advisors to prioritize workload, provide timely updates on client service items, and escalate potential issues when appropriate
• Assist with preparation of meeting presentation materials, document meeting follow-up and take ownership of specific operational tasks
• Participate in team meetings and collaborate with the operations leadership team on projects designed to streamline firm policies and procedures
• Other duties, as assigned

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
• Excellent written and verbal communication skills
• Strong organizational, analytical, and interpersonal skills
• Ability to excel in a fast-paced, team environment
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

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. For more information, please visit Awards Disclosures.