Full-Time

Client Service Operations Associate

Brighton Jones

Brighton Jones

51-200 employees

Personalized wealth management for fulfilling lifestyles.

Consulting

$66,000 - $85,000

Junior

Seattle, WA, USA

Required Skills
Salesforce
Requirements
  • Bachelor's Degree preferred
  • 2+ years of experience in financial services
  • Strong Excel spreadsheet skills
  • Salesforce reporting and dashboard experience recommended
  • Ability to communicate effectively across a broad spectrum of roles and departments
  • Strong organizational skills
Responsibilities
  • Support day-to-day Client Service operations for the firm
  • Assist in the resolution of operational inquiries
  • Document processes to support operational efficiency, consistency, and accuracy
  • Create and maintain key client service reference information, directories, and support materials
  • Responsible for timely custodial updates and alerts
  • Assist with training on Client Service Operations functions for new client service hires
  • Provide CS Operations management with data and analysis to facilitate decision-making
  • Monitor and analyze team member client workload and activity volumes
  • Manage short and long-term Client Service projects that support firm objectives and key results

Brighton Jones stands out as a company that prioritizes aligning individual values with financial goals, offering a unique approach to wealth management that goes beyond mere financial stability to encompass overall happiness. Their dynamic financial planning adapts to changing situations, ensuring a tailored and evolving strategy for each client. This focus on personal fulfillment and adaptability sets them apart in the industry, making them a compelling choice for those seeking a holistic approach to wealth management.

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1999

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

6%

2 year growth

51%