Client Service Associate

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose, CA office. 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 in client service, be comfortable in a fast‑paced environment requiring excellent attention to detail and have an interest in pursuing a career in the Registered Investment Advisor industry.

This is an entry‑level position in the Wealth Management industry and can lead to additional opportunities in Advisory, Client Service or Operational roles.

• Respond to routine client requests via phone, email and/or other contact methods.
• Assist with preparation of meeting presentation materials, documents meeting follow‑up and take ownership of specific operational related tasks.
• 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 Wealth Advisors to prioritize workload, provide timely updates on client service items and escalates potential issues when appropriate.
• Participate in team meetings and collaborate with leadership team on projects and/or initiatives designed to streamline firm policies and procedures.
• Other duties, as assigned, including administrative tasks such as scanning, processing mail, answering phones for the office, etc.

• Undergraduate degree required with 2+ years of relevant experience working with high‑net‑worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
• Excellent interpersonal and verbal/written skills.
• Strong analytical skills and ability to organize, understand and explain data sets using Excel.
• Proficiency in Microsoft Office applications (Desktop & 365), and preferably, experience in Salesforce or other CRM.
• Demonstrated strong desire to grow in their role and career in Wealth Management.
• Resonates with BP Values:
  Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

Beacon 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 (e.g., 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.

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Entry level

Full‑time

Other