Client Service Associate

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, 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…" /> Client Service Associate @ Beacon Pointe Advisors LLC

Share:

Client Service Associate

Newport Beach, CA

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, 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…","html_description":"

Job Description

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

• 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.).
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

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.

","url":"/job/1058392/client-service-associate","joblink_url":"https://beacon-pointe-advisors-llc.primepay-recruit.com/job/1058392/client-service-associate","posted_at":"2026-09-15T10:10:25-07:00","location":"Newport Beach, CA","location_info":{"country":"US","address":"","city":"Newport Beach","state":"CA","zipcode":""},"job_code":false,"category":null,"allow_job_board_applications":false,"collect_linkedin_profile?":true,"is_address_enabled?":true,"is_address_required?":false,"show_contact_preference?":false,"resume_upload_enabled?":true,"resume_upload_required?":true,"coverletter_upload_enabled?":true,"coverletter_upload_required?":false,"other_upload_enabled?":true,"referral_required?":true,"referral_options":["Indeed","Craigslist","Monster.com","Jobdango","TalentZoo","CareerBuilder","Friend/Colleague","Recruiter","Employment Department"],"disclosure_agreement":"

Notice of Use of Automated Screening Technology

California Candidate Privacy Notice

Questions

For questions about this notice or our use of automated screening technology, contact: info-humanresources@beaconpointe.com.

Beacon Pointe Advisors

24 Corporate Plaza Drive, Suite 150

Newport Beach, CA 92660

This notice supplements, and does not replace, any privacy notices or applicant privacy disclosures provided in connection with your application.

I confirm that I have read and understand the above Notices.

","captcha_enabled?":true,"remote":false,"max_salary":{"amount":"65000.00","currency":"USD"},"min_salary":{"amount":"60000.00","currency":"USD"},"pay_frequency":"annually","show_remote_in_location":true,"hidden?":false,"questions":[{"table":{"id":8912415,"option_type":"yes-no","question":"Do you have any relevant Financial Services experience?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8912416,"option_type":"essay","question":"Why are you interested in joining the Beacon Pointe team?","required?":true,"flags":null,"options":[]}},{"table":{"id":8912417,"option_type":"yes-no","question":"Are you legally authorized to work within the United States?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8912418,"option_type":"yes-no","question":"Will you now or in the future require sponsorship to work in the U.S.?","required?":true,"flags":null,"options":["Yes","No"]}}]}},"labelTranslations":{"back_to_jobs":"Back to Jobs","apply_for_this_position":"Apply for this Position","back_to_wl_jobs":"All Jobs at CoAd Recruit"},"lang":"en","recaptchaSiteKey":"6Le5hLsSAAAAAE43yKMBj3XR8Ox2GNeDD4VYZx_5","showGDPRDisclosure":false,"showNotify":true,"showReferral":true,"source":null,"widgetMode":null,"showBackButtons":true}" class="apply-button-group">

Job Description

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

• 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.).
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

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.

Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, 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…","html_description":"

Job Description

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

• 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.).
• Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

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.

","url":"/job/1058392/client-service-associate","joblink_url":"https://beacon-pointe-advisors-llc.primepay-recruit.com/job/1058392/client-service-associate","posted_at":"2026-09-15T10:10:25-07:00","location":"Newport Beach, CA","location_info":{"country":"US","address":"","city":"Newport Beach","state":"CA","zipcode":""},"job_code":false,"category":null,"allow_job_board_applications":false,"collect_linkedin_profile?":true,"is_address_enabled?":true,"is_address_required?":false,"show_contact_preference?":false,"resume_upload_enabled?":true,"resume_upload_required?":true,"coverletter_upload_enabled?":true,"coverletter_upload_required?":false,"other_upload_enabled?":true,"referral_required?":true,"referral_options":["Indeed","Craigslist","Monster.com","Jobdango","TalentZoo","CareerBuilder","Friend/Colleague","Recruiter","Employment Department"],"disclosure_agreement":"

Notice of Use of Automated Screening Technology

California Candidate Privacy Notice

Questions

For questions about this notice or our use of automated screening technology, contact: info-humanresources@beaconpointe.com.

Beacon Pointe Advisors

24 Corporate Plaza Drive, Suite 150

Newport Beach, CA 92660

This notice supplements, and does not replace, any privacy notices or applicant privacy disclosures provided in connection with your application.

I confirm that I have read and understand the above Notices.

","captcha_enabled?":true,"remote":false,"max_salary":{"amount":"65000.00","currency":"USD"},"min_salary":{"amount":"60000.00","currency":"USD"},"pay_frequency":"annually","show_remote_in_location":true,"hidden?":false,"questions":[{"table":{"id":8912415,"option_type":"yes-no","question":"Do you have any relevant Financial Services experience?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8912416,"option_type":"essay","question":"Why are you interested in joining the Beacon Pointe team?","required?":true,"flags":null,"options":[]}},{"table":{"id":8912417,"option_type":"yes-no","question":"Are you legally authorized to work within the United States?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8912418,"option_type":"yes-no","question":"Will you now or in the future require sponsorship to work in the U.S.?","required?":true,"flags":null,"options":["Yes","No"]}}]}},"labelTranslations":{"back_to_jobs":"Back to Jobs","apply_for_this_position":"Apply for this Position","back_to_wl_jobs":"All Jobs at CoAd Recruit"},"lang":"en","recaptchaSiteKey":"6Le5hLsSAAAAAE43yKMBj3XR8Ox2GNeDD4VYZx_5","showGDPRDisclosure":false,"showNotify":true,"showReferral":true,"source":null,"widgetMode":null,"showBackButtons":false}" class="apply-button-group">

Get Updates

Are you interested in hearing about new opportunities at Beacon Pointe Advisors LLC? Enter your email address to get a weekly email when new positions are posted.

Powered by CoAd Recruit 2026 | Privacy Policy

Admin Login | Subscribe via RSS