Job Description

We are seeking a Senior Client Service Associate for our Newport Beach, CA office who will deliver a high level of service to clients and serve as a trusted liaison among clients, Wealth Advisors, and custodial partners. The successful candidate will support the investment management and financial planning needs of high-net-worth individuals and families, take ownership of complex service requests from initiation through completion, and help improve the team's operating processes. This role is well suited for an experienced client service professional who is organized, proactive, comfortable in a fast-paced environment, and committed to building long-term client relationships within our Pasadena and Newport Beach client base.

Responsibilities

• Deliver exceptional client service and serve as a primary liaison among clients, Wealth Advisors, client service team members, and custodians.
• Respond promptly and professionally to client requests by phone, email, and other approved communication methods, and provide clear updates on outstanding items.
• Take ownership of service requests from start to finish, including new account opening, account transfers, money movement, cashiering, general account maintenance, and cost basis reconciliation.
• Monitor daily custodial alerts related to cash management, account updates, trading, and other service activity; resolve or escalate items as appropriate.
• Record client inquiries, service changes, account-opening activity, money movement, trading requests, and follow-up items accurately in Salesforce CRM and other internal systems.
• Maintain organized, complete, and current client records and documentation in accordance with firm procedures.
• Serve as a point of contact for custodians, sub-advisors, 529 plan providers, and other outside partners on account-opening, cashiering, and ongoing client service needs.
• Meet regularly with Wealth Advisors to prioritize workload, communicate status, identify potential issues, and ensure timely completion of client action items.
• Assist with preparation of client meeting materials, document meeting follow-up, and complete assigned operational action items.
• Support recurring compliance responsibilities, including confirmation and documentation of required client disclosures and other assigned items.
• Follow established workflows and controls while identifying opportunities to improve accuracy, efficiency, communication, and the client experience.
• Leverage firm technology and resources to work efficiently, reduce errors, and maintain a high standard of service.
• Participate in team meetings and collaborate with operations leadership on projects and initiatives that strengthen firm policies and procedures.
• Provide support on special projects and other client service or operational priorities as needed.

Qualifications

• Demonstrated experience delivering high-quality client service; experience in wealth management, financial services, or a Registered Investment Advisor environment is preferred.
• Four-year college degree; a bachelor's degree in Finance, Business, Economics, or a related field is preferred.
• Excellent written and verbal communication skills, with the judgment and professionalism to communicate directly with clients and external partners.
• Strong organizational, analytical, interpersonal, and problem-solving skills.
• High attention to detail and the ability to prioritize and complete multiple time-sensitive tasks accurately.
• Ability to take ownership, work collaboratively, and excel in a fast-paced team environment.
• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Microsoft 365; experience with Salesforce and custodial platforms is preferred.
• Client-first mindset, sound judgment, accountability, adaptability, and a commitment to continuous process improvement.

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. For more information, please visit Awards Disclosures.