Senior Client Service Associate

Company: Beacon Pointe Advisors LLC
Location: New York
Posted on: April 4, 2025

Job Description:

Job DescriptionWe are currently seeking qualified candidates to join Beacon Pointe Advisors as a Senior Client Service Associate (CSA) in our New York, NY office. The Senior CSA will join a highly talented team of institutional investment consultants and analysts that service the investment management 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. - -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 custodian paperwork, facilitate account updates and communicates with clients on status
• Meets regularly with relationship managers 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
• Other duties, as assignedQualifications
  • Undergraduate degree required (bachelor's degree in Finance, Business or Economics preferred)
  • 3 - 5+ years of relevant experience working with high-net worth individuals; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent interpersonal and verbal/written skills.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.) -About the Beacon Pointe Family of CompaniesBeacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by -Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's -and more. For more information, please visit -.

Keywords: Beacon Pointe Advisors LLC, New York , Senior Client Service Associate, Accounting, Auditing , New York, New York