Full-Time
Scottsdale, Arizona
Posted 3 weeks ago

Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as a Team Lead, in our Scottsdale, AZ office. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. Candidate will have a demonstrated track record of both educational and professional achievement, with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Responsibilities

  • Supervise and train Central Operations team members on key responsibilities of their role
  • Support our satellite office locations with relationship on boarding tasks such as prepping account paperwork and tracking setup via custodian partners
  • Serve as a subject matter expert on highly complex operations processes with the aptitude to understand and communicate
  • Act as a liaison between high-net-worth clients, their advisor and other members of the service team to provide clients with a personalized, high-touch service experience. This includes interaction with clients and prospects both verbally and in writing
  • Research and respond to complex client and associate inquiries within defined service level commitments
  • Execute account maintenance tasks including deposits, disbursements, Required Minimum Distributions, account terminations and other special requests as needed
  • Maintain and update client files utilizing internal systems including CRM (Microsoft Dynamics) and portfolio management databases (Tamarac Advisor View)
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures

Qualifications

  • Undergraduate degree preferred (Bachelors degree in Finance, Business or Economics)
  • 5+ years of relevant experience working within client services and/or operations; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Demonstrated experience and knowledge of client service and operational processes
  • Exceptional written and verbal communication skills
  • Commitment to detail with excellent organization, time management and interpersonal skills
  • Proven ability to work in a fast-paced, evolving work environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

Interested candidates please click on the following link to complete a brief assessment that is part of the application process http://bit.ly/BPOTLAZ.  We suggest allowing 10 – 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 to include your resume as well prior to completing the process.  Thank you!

Job Features

Job CategoryClient Service & Operations

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