Job Description. Beacon Pointe Advisors, a client-centered Registered Investment Advisory (RIA) firm, is seeking a detail-oriented and client-service-driven. Client Solutions Specialist. to help advisors implement all of our various client solutions and manage and support our workplace retirement technology. This role is critical to our commitment to ongoing service and holistic solutions for all of our clients across the firm. The ideal candidat...
Description. This exempt position is under the general direction of the Client Solutions Manager. The Client Solutions Specialist manages, retains and grows existing client relationships through exemplary customer service, solutions stack knowledge and excellent communications skills. This is a Safety-Sensitive position. . Requirements. CORE COMPETENCIES. High technical aptitude and presentation skills. Self-motivated and highly communicative. St...
DESCRIPTION. The ideal incumbent for the Client Solutions Specialist position will possess very strong Excel skills, reporting and data analysis skills, writing skills, as well as project coordination and management experience. RESPONSIBILITIES. Essential Functions of this position. Act as supporting point of contact with client, maintain relationships and assist with strategic planning. Help manage execution of all client-specific initiatives wo...
DESCRIPTION. The ideal incumbent for the Client Solutions Specialist position will possess very strong Excel skills, reporting and data analysis skills, writing skills, as well as project coordination and management experience. RESPONSIBILITIES. Act as supporting point of contact with client, maintain relationships and assist with strategic planning. Help manage execution of all client-specific initiatives working cross-departmentally. Compile an...
DESCRIPTION. The ideal incumbent for the. Client Solutions Specialist. position will possess very strong Excel skills, reporting and data analysis skills, writing skills, as well as project coordination and management experience. RESPONSIBILITIES. Essential Functions of this position. Act as supporting point of contact with client, maintain relationships and assist with strategic planning. Help manage execution of all client-specific initiatives ...
The Client Solutions Specialist will assist clients, providing them with innovative solutions and unparalleled services. This will be accomplished through implementing and supporting their custom platform or product services. . Essential Duties and Responsibilities. Analyze client configuration requests and design customized solutions to achieve their specific goals. Implement customized product systems to address the unique business requirements...
