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.
The role of the Client Service Operations Associate is to provide tactical leverage to all members of the Client Service Operations and Experience teams, in support of all business segments and specialty areas (PCFO, Tax, Open Plan, IAM, 2030 Law, Real Estate, BJIP, Philanthropy, etc.).
Service Team Support
- Support day-to-day Client Service operations for the firm
- Assist in the resolution of operational inquiries; identify, diagnose, and solve
- Document processes to support operational efficiency, consistency, and accuracy
- Create and maintain key client service reference information, directories, and support materials
- Collaborate with teams to increase operational knowledge, and promote data integrity
- Attend and provide tactical support in service team monthly role meetings
- Document and track progress on CS Operations projects, enhancements, and solutions
Custodial and Operations Liaison
- Responsible for timely custodial updates and alerts; communicate required updates and actions to the team,
- Assist Client Service Operations Management and service teams with issues that require special attention, exception processing, or service escalation
- Assist Compliance with CS reporting and data collection needed to satisfy regulatory audits (SEC, custody, etc.)
Onboarding/Off-Boarding Team Members
- For new team members, administer user accounts for CS specific technology such as Wealthscape (Fidelity), Tamarac, my529, and By All Accounts (BAA); provide access and manage entitlements
- Assist with training on Client Service Operations functions for new client service hires
Service Team Staffing and Workload Planning
- Provide CS Operations management with data and analysis to facilitate decision-making
- Monitor and analyze team member client workload and activity volumes; make suggestions for improvement and ongoing systems maintenance
- Assist pods with larger-scale team member transitions re-assignments and workload distribution
- Provide teams with reports and dashboards to track and audit key activities
Project Management
- Manage short and long-term Client Service projects that support firm objectives and key results
- Organize resources, identify issues, establish goals and deadlines, assign responsibilities, and create tools for managing and tracking progress
Experience and Qualifications
- Bachelor’s Degree preferred
- 2+ years of experience in financial services, either as a service team member or in a Client Service Operations role
- Strong Excel spreadsheet skills, including pivot tables and advanced functions
- Salesforce reporting and dashboard experience recommended
- Ability to communicate effectively across a broad spectrum of roles and departments
- Strong organizational skills
- This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.
Compensation
- Pay: $66,000 - $85,000 per year
- Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.
