Client Service Associate

Location

Skokie, IL | United States

Job description

Client Service Associate | Skokie, IL

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Skokie, IL 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 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 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 assigned

Qualifications

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.)

Interested Candidates: Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.

About the Beacon Pointe Family of Companies

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 (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’sand more. For more information, please visit www.beaconpointe.com.

Job tags

Salary