- 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
- 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.)
-
Customer Service Associate
4 days ago
Savers | Value Village Santa Clara, United States· Customer Service Associate · Pay Range: Our starting pay ranges from $17.20 to $17.95 depending on job duty/position. · $17.20 = Sales Clerk, Designated Sales Clerk, Custodian, Tagger/Roller Hard, Tagger/Roller Soft · $17.45 = Clothing Sorter/Hanger, Hardware Sorter · $17. ...
-
Customer Service Associate
3 weeks ago
Savers Thrifts Stores Santa Clara, United StatesCustomer Service Associate · Pay Range: Our starting pay ranges from $17.20 to $17.95 depending on job duty/position. · $17.20 = Sales Clerk, Designated Sales Clerk, Custodian, Tagger/Roller Hard, Tagger/Roller Soft · $17.45 = Clothing Sorter/Hanger, Hardware Sorter · $17.70 ...
-
Guest Service Associate
3 days ago
European Wax Centers Santa Clara, United StatesPosition Summary: · At European Wax Center--one of the fastest growing franchises in the country--we're currently seeking a front desk agent who is friendly, well spoken, and detailed oriented, who will thrive in a fast-paced working environment. We provide upscale waxing at an a ...
-
Customer Service Associate
1 week ago
Savers Thrifts Stores San Jose, United StatesJob Title: Customer Service Associate · Pay Range: Our starting pay ranges from $17.00 to $18.50 depending on job duty/position. · $17.00 = Sales Clerk, Designated Sales Clerk, Custodian, Tagger/Roller Hard, Tagger/Roller Soft · $17.50 = Clothing Sorter/Hanger, Hardware Sorter · ...
-
Customer Service Associate
1 week ago
Hanmi Bank Santa Clara, United StatesSUMMARY · The Customer Service Associate I is responsible for receiving and paying out money, and keeps records of money and negotiable instruments involved in financial transactions by performing the following duties. · Ensures compliance with established Bank policies and proce ...
-
Associate, Service Project Management
2 weeks ago
Otis Worldwide Corporation San Jose, United StatesInclude but are not limited to:Managing the OMMS system, P 1 testing and PUI Scheduling. Coordinating and follow up on state safety testing requirements. Safety support ( monthly minutes, accident filing)O Cost Tracking including vacation tracking. R Project Management, Associate ...
-
Registered Client Service Associate
7 hours ago
Stifel San Jose, United StatesSummary · Under immediate supervision, the Registered Client Services Associate assists one or more Financial Advisors with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word pro ...
-
Food Service Associate I
4 weeks ago
Los Gatos Union School District Los Gatos, United StatesAll listed documents are required and must be scanned and attached to the online application. Applications received without the required information may be considered incomplete. · * Letter of Introduction · * Letter(s) of Recommendation (Two signed letters of recommendation are ...
-
Guest Service and Sales Associate
4 days ago
European Wax Centers San Jose, United StatesPosition Summary: · At European Wax Centerone of the fastest growing franchises in the countrywe're currently seeking a front desk agent who is friendly, well spoken, sales and detailed oriented, who will thrive in a fast-paced working environment. We provide upscale waxing at a ...
-
Guest Service and Sales Associate
4 days ago
European Wax Centers San Jose, United StatesJob Description · Job DescriptionPosition Summary: · At European Wax Center--one of the fastest growing franchises in the country--we're currently seeking a front desk agent who is friendly, well spoken, sales and detailed oriented, who will thrive in a fast-paced working environ ...
-
Associate, Service Project Management
2 days ago
Otis Elevator CO San Jose, United States**Date Posted:** · **Country:** · United States of America · **Location:** · OT353: SJ - Sunnyvale, CA 1070 Commercial Street STE 106, San Jose, CA, 95112 USA · Otis Elevator Company, the world's largest company in the manufacture, maintenance and service of elevators, escal ...
-
Associate, Service Project Management
1 week ago
Otis Elevator CO San Jose, United States**Date Posted:** · **Country:** · United States of America · **Location:** · OT353: SJ - Sunnyvale, CA 1070 Commercial Street STE 106, San Jose, CA, 95112 USA · Otis Elevator Company, the world's largest company in the manufacture, maintenance and service of elevators, escalators ...
-
Associate, Service Project Management
3 days ago
Otis Worldwide San Jose, United StatesDate Posted: · Country: · United States of America · Location: · OT353: SJ - Sunnyvale, CA 1070 Commercial Street STE 106, San Jose, CA, 95112 USA · Otis Elevator Company, the world's largest company in the manufacture, maintenance and service of elevators, escalators, movin ...
-
Guest Service Associate
2 weeks ago
Nothing Bundt Cakes Sunnyvale, United StatesAt Nothing Bundt Cakes, the Guest Services Representative sweetens up the place,setting the mood and making a stop in the bakery an event worth posting about. Youllget to play party planner by helping guests order the right cake for their celebratio Guest Service, Associate, Gues ...
-
Client Services Associate
2 weeks ago
SPS North America Inc Sunnyvale, United StatesJob Details · Level · Entry · Job Location · AZSJC 14 - Sunnyvale, CA · Position Type · Full Time · Salary Range · $ $24.00 Hourly · Job Category · Customer Service · Description · Job Title: Client Services Associate · Reports To: The Client Services Associate will rep ...
-
BDO San Jose, United States Full timeJob Summary: · Our Specialized Tax Services ("STS") Business Incentives Group ("BIG") business has doubled in the last three years and tripled in the last six. STS BIG Associates have been key to our success, and they are central to our plans to continue as one of BDO's premiere ...
-
Marshalls San Jose, United States Full timeJOB DESCRIPTION All 1,000 of our Marshalls stores embrace discovery, from designer luggage to statement shoes. Our assortment of brands is always changing, but our mission to provide the surprises that make the everyday a little more fun is unwavering. Just like working here. Ev ...
-
Customer Service Associate
2 weeks ago
TMG Services Santa Clara, United StatesJob Description · Job DescriptionAre you someone who is looking for a fresh start? A new challenge? An opportunity to learn something completely new? We want to talk to YOU · We work with nationally recognized telecommunications companies in the local San Jose area. Through our ...
-
Customer Service Associate
2 weeks ago
TMG Services San Jose, United StatesJob Description · Job DescriptionAre you someone who is looking for a fresh start? A new challenge? An opportunity to learn something completely new? We want to talk to YOU · We work with nationally recognized telecommunications companies in the local San Jose area. Through our ...
-
Client Service Associate
5 days ago
BDO Unibank, Inc. San Jose, United StatesResponsibilitiesThe position is primarily responsible forResponsible for providing accurate, efficient and timely processing of over-the-counter transactions pertaining to deposits, withdrawals, payments, foreign currencies and other miscellaneous transactionsQualificationsGradua ...
Client Service Associate - Campbell, United States - Beacon Pointe Advisors LLC
2 weeks ago
Description
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell, 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 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
Qualifications
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's and more. For more information, please visit .
