Client Service Associate - Dallas

Dallas, TX
Client Service /
Full-time /
Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?

Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. From the very start, we have been an award-winning organization, from countless Best Places to Work awards — including Seattle Business Magazine's Best Companies to Work for 15 years in a row — to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community. We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth, passions, and purpose so they can pursue a happier, healthier, and more fulfilling life.

Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets. Every teammate has a path to ownership in the firm. We're looking for driven individuals who bring a "How can I help?" attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues. Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive.

As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.

Take our Values in Action Self-Assessment to see how our values align! 

Your Role - Administrative 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
    • Participate in client and prospective client meetings as needed, record notes, prepare summaries, and manage any post meeting action items
    • Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers
    • Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion
    • Assist with calendaring functions and internal meeting preparation

Your Role - 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 

Your Experience:

    • 1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred.
    • Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
    • Self-motivated and takes pride in providing exceptional support to clients and the team
    • Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
    • Expected to learn other position-related systems on the job
    • This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.