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Employer: Beacon Pointe Advisors

Expires: 06/01/2021

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Financial Client Service Associate (CSA) in our Newport Beach, CA office. The Financial Client Service 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 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 methodsMonitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordinglyRecords client inquires including service changes, new account opening, money movement, trading, etc. in CRMPrepares custodian paperwork, facilitates account updates and communicates with clients on statusMeets regularly with client service manager and wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriateAssists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks, including assistance with transfers, trading, and client service requestsParticipate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and proceduresOther duties, as assigned  QualificationsUndergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred)Mandarin Fluent preferred0 – 3 years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealerExcellent interpersonal and verbal/written skillsStrong quantitative and technical skillsProficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)