Client Service Associate - Dallas

About the role

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. We are a leading RIA with over $30 billion in assets under advisement, 300+ teammates nationwide, and a culture of continuous growth, collaboration, and community. We are seeking a driven, curious individual to join our Client Service team as a key member supporting lead advisors.

Responsibilities

• Provide administrative oversight and support the Lead Advisors on strategic needs.
• Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance.
• Act as a primary point of contact for custodians around all operational and tactical service matters.
• Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current.
• Aid advisory team members coming out of client and prospective client meetings with any post-meeting action items.
• Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers.
• Support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion.
• Aid with calendaring functions and internal meeting preparation.

Client Experience Responsibilities

• Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team.
• Coordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts.
• Oversee quality control to mitigate errors on any client-related paperwork.

Requirements

1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred. An undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred. Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus. Expected to learn other position-related systems on the job.

Qualifications

• Self-motivated and takes pride in providing exceptional support to clients and the team.
• Ability to learn and adapt to new systems on the job.

Skills

• Exceptional organizational, problem-solving, and detail-oriented skills.
• Strong communication and interpersonal skills.
• Ability to handle multiple tasks simultaneously and prioritize effectively.

Benefits

• Competitive hourly rate.
• Full-time, non-exempt position.
• Monday through Friday - 8:00 am - 5:00 pm.
• Work from office culture with lots of flexibility.
• Minimum 3 weeks PTO starting Day 1.
• Winter Break, Summer Friday flex-days, and 10 paid holidays.
• Unlimited Volunteer Time Off plus company grant matching.
• Heavily subsidized transit.
• Annual professional & personal wellbeing stipend.
• Richer Life Business Partner (coaching for all employees).
• Mindful Emotional & Social Intelligence training.
• 100% reimbursement for required training, certifications, licensing, and dues.
• Personal career development plans.
• Richer Life Business Partner (coaching for all employees).
• Mindful Emotional & Social Intelligence training.
• Annual professional & personal wellbeing stipend.
• Unlimited Volunteer Time Off plus company grant matching.
• Heavily subsidized transit.
• 10 paid holidays.
• 13 weeks paid parental leave for birthing parent and 6 weeks for non-birthing parent.
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years.
• Visa sponsorship: Please note, we are unable to provide visa sponsorship for the position offered.

Pay

Competitive hourly rate. This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).

Schedule

Monday through Friday - 8:00 am - 5:00 pm. We are a work from office culture with lots of flexibility.