Are you hungry for more than just a career move? Wondering if it’s possible for work-life to be an extension of your own personal and professional passion? Brighton Jones’ unique and inclusive culture enables you to discover your potential and pursue your definition of a richer life.
Brighton Jones, one of the country’s fastest growing wealth management firms, is looking for a talented Client Service Associate to join the team and provide immediate positive service impact for our clients. The ideal candidate is passionate about helping others, thrives in a fast-paced environment, loves to learn and be challenged.
As a critical member of the Client Service team, you directly impact the client experience and are vital to the success of the organization. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organization, communication, and problem-solving skills.
Deliver superior client service and support to high net worth individuals and families
Act as a primary point of contact for clients and custodians around all operational and tactical service matters
Participate in client meetings, record notes, prepare summaries, and manage any post-meeting action items
Gather, organize, and input client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
Prepare various deliverables which directly support client retention and acquisition; prepare and process all documentation related to client onboarding, implementation, and on-going maintenance
Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers
Coordinate client “touch points” which reinforce the on-going sales and client retention process including anniversaries, Thank You notes, flowers and/or gifts
Assist with calendaring functions and internal meeting preparation
Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion
Assist with ad-hoc projects around client support or team support
One to three years of client service experience in the financial services industry required
Undergraduate degree desired; Finance, Accounting, Business or Economics related 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
About Brighton Jones
We are a company that uses creativity and passion to help our clients, colleagues, and the global community live richer lives. We are a nationally recognized wealth management firm with a strong talent focus.
To the right individual, we offer a very competitive compensation and benefits package for our industry. If you meet the above requirements, please apply online. In your cover letter, please describe your professional passions and ultimate career objectives.
If you meet the above requirements, please apply online. In your cover letter, please describe your professional passions and ultimate career objectives.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absen...ce, compensation and training.
Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones’s employees to perform their job duties may result in discipline up to and including discharge.