Client Service Associate – Dallas, TX

Client Service Associate – Dallas, TX

 Title

Client Service Associate

Location

Dallas, TX

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Wealth Advisors as a Client Service Associate in our Texas office. The ideal candidate will be responsible for assisting in all aspects of the firm’s daily operations in addition to handling general office management duties. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service sophisticated, high net worth individuals. The team is responsible for providing a select group of clients with comprehensive wealth management services to include customized investment management and wealth planning services to help our clients achieve their financial goals.

Specific responsibilities include, but are not limited to:

  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients; both verbally and in writing
  • Answering incoming calls and appropriately directing them as needed
  • Serving as an ambassador of the office by greeting clients upon arrival for meetings
  • Handling of incoming mail, faxes and maintenance of office equipment and business services
  • Administrative tasks as directed by partners of the firm; this may include travel arrangements, setting and coordinating of meeting requests and other business critical needs
  • Setup and maintenance of client accounts within internal guidelines
  • Input and updating of client information into various internal systems including CRM (Tamarac CRM) and portfolio management databases (Tamarac AdvisorView)
  • Assisting the Client Services team with general client related activities as needed

Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

  • Four-year college degree (Bachelors degree in Finance, Business or Economics preferred)
  • Excellent written and verbal communication skills
  • Strong organization and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications is a must

Interested candidates please click on the following link to complete a brief assessment that is part of the application process.  We suggest allowing 15 – 20 minutes to complete the assessment.  Once the you have completed it, you will see a button where you can add a resume to your profile.  Please make sure and include your resume as well prior to completing the process.  Click here to begin:  http://bit.ly/BPCSATX

About the Beacon Pointe Family of Companies

Beacon Pointe Wealth Advisors is a national enterprise building partnership dedicated to helping wealth managers/advisors grow their businesses throughout the country. Through shared ownership and affiliation with Beacon Pointe Advisors, one of the nation’s largest independent Registered Investment Advisors (RIAs),Beacon Pointe Wealth Advisors is able to deliver a distinctive investment approach comprised of some of the country’s leading investment managers. Beacon Pointe Advisors’ mission is to provide highly professional, comprehensive and objective investment and financial advice for both institutions and wealthy families.  Beacon Pointe Advisors and Beacon Pointe Wealth Advisors have over $9.5 billion in combined assets under management (as of 3/31/16). For more about the Beacon Pointe family of companies, visit www.bpadvisors.com.

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