Olivia Phillips
Senior Client Service Associate
Olivia is a Senior Client Service Associate for Beacon Pointe’s Northern California office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Their duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. They come to Beacon Pointe with five years experience in operations, client service, training, and alternative investment processing. Olivia graduated from the University of Dayton with a degree in marketing. In their free time, they enjoy reading, playing games with friends, and spending time outdoors with their dog.