Overview
The Client Engagement Associate supports a wide range of operational and client-facing activities in a fast-paced financial services environment. This role plays a key part in delivering a high-quality client experience by managing daily interactions, coordinating across internal teams, and supporting both existing and prospective client relationships. The Associate serves as an initial point of contact for client inquiries, assists with onboarding and reporting processes, and collaborates closely with colleagues in operations, finance, legal, compliance, and portfolio management to ensure client needs are met efficiently and accurately. Key Responsibilities
Serve as a first point of contact for client inquiries and requests via email and phone, providing timely responses and escalating issues as appropriate. Coordinate with external service providers and administrators on routine client reporting, including account statements, transaction confirmations, capital activity, and tax documentation. Support the preparation and logistics of client meetings, including scheduling and development of presentation materials. Maintain and update client records and documentation in CRM systems and secure client portals. Assist with client communications initiatives, including webinars, events, and the distribution of targeted and broad-based communications. Support the client onboarding process, including documentation collection, system setup, and monitoring of initial funding or asset transfers to completion. Review and process client transaction requests (e.g., subscriptions, redemptions, transfers) in accordance with internal procedures and compliance requirements. Respond to client analytics and ad-hoc information requests, coordinating with internal teams as needed to ensure accurate and timely delivery. Help develop and maintain standardized templates, workflows, and reference materials to improve efficiency and consistency in client service delivery. Qualifications & Requirements
Bachelor's degree from an accredited institution with a strong academic record. 3+ years of experience in financial services, asset management, or a related professional services environment preferred (or an equivalent combination of education and experience). Strong proficiency in Microsoft Office, particularly Excel and PowerPoint. Demonstrated ability to manage multiple priorities in a deadline-driven environment with a high degree of accuracy. Strong organizational skills and exceptional attention to detail. Ability to work collaboratively in a dynamic, team-oriented environment. Excellent written and verbal communication skills. Positive, proactive attitude with a willingness to take on new challenges and responsibilities. EEO Statement:
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future™
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The Client Engagement Associate supports a wide range of operational and client-facing activities in a fast-paced financial services environment. This role plays a key part in delivering a high-quality client experience by managing daily interactions, coordinating across internal teams, and supporting both existing and prospective client relationships. The Associate serves as an initial point of contact for client inquiries, assists with onboarding and reporting processes, and collaborates closely with colleagues in operations, finance, legal, compliance, and portfolio management to ensure client needs are met efficiently and accurately. Key Responsibilities
Serve as a first point of contact for client inquiries and requests via email and phone, providing timely responses and escalating issues as appropriate. Coordinate with external service providers and administrators on routine client reporting, including account statements, transaction confirmations, capital activity, and tax documentation. Support the preparation and logistics of client meetings, including scheduling and development of presentation materials. Maintain and update client records and documentation in CRM systems and secure client portals. Assist with client communications initiatives, including webinars, events, and the distribution of targeted and broad-based communications. Support the client onboarding process, including documentation collection, system setup, and monitoring of initial funding or asset transfers to completion. Review and process client transaction requests (e.g., subscriptions, redemptions, transfers) in accordance with internal procedures and compliance requirements. Respond to client analytics and ad-hoc information requests, coordinating with internal teams as needed to ensure accurate and timely delivery. Help develop and maintain standardized templates, workflows, and reference materials to improve efficiency and consistency in client service delivery. Qualifications & Requirements
Bachelor's degree from an accredited institution with a strong academic record. 3+ years of experience in financial services, asset management, or a related professional services environment preferred (or an equivalent combination of education and experience). Strong proficiency in Microsoft Office, particularly Excel and PowerPoint. Demonstrated ability to manage multiple priorities in a deadline-driven environment with a high degree of accuracy. Strong organizational skills and exceptional attention to detail. Ability to work collaboratively in a dynamic, team-oriented environment. Excellent written and verbal communication skills. Positive, proactive attitude with a willingness to take on new challenges and responsibilities. EEO Statement:
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com. Benefits Information
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future™
#J-18808-Ljbffr