Qureos Mentor

Beacon Pointe Advisors

<div>Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Amherst, MA office. The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful 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&rsquo;s clients and associates.

 Responsibilities
<ul>
<li>Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
</li><li>Research and respond to routine-to-complex HNW client inquires in a timely fashion.
</li><li>Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
</li><li>Monitor daily custodial alerts including cash management, account updates, and trading, and resolve accordingly
</li><li>Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
</li><li>Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
</li><li>Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents
</li><li>Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
</li><li>Prepares custodian paperwork, facilitate account updates and communicates with clients on status
</li><li>Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
</li><li>Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases
</li><li>Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
</li><li>Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
 </li></ul>Qualifications
<ul>
<li>Four-year college degree (Bachelor&rsquo;s degree in Finance, Business or Economics preferred)
</li><li>CFP or willing to pursue the CFP for completion within 24 months
</li><li>1-2+ years relevant experience
</li><li>Excellent written and verbal communication skills
</li><li>Strong organizational, analytical, and interpersonal skills
</li><li>Ability to excel in a fast-paced, team environment</li>
<li>Proficiency with Microsoft Office; experience with Salesforce, Tamarac, Envestnet Trading, or similar systems preferred.</li>
<li>Familiarity with major custodian platforms such as Schwab and Fidelity is a plus.</li>
</ul>
 About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation&rsquo;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&rsquo;s, and more. For more information, please visit Awards Disclosures.</div>

Relationship Manager

Join Beacon Pointe Advisors and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Beacon Pointe Advisors

About Company

Relationship Manager