Full-Time

Client Service Associate

Brighton Jones

Brighton Jones

51-200 employees

Personalized wealth management for fulfilling lifestyles.

Consulting

Junior, Mid

Portland, OR, USA

Required Skills
Salesforce
Requirements
  • 1-4 years of experience in an administrative role
  • 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
Responsibilities
  • Provide administrative oversight and support the Lead Advisors on strategic needs
  • Prepare various administrative deliverables which directly support client retention and growth
  • 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)
  • 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
  • Assist with calendaring functions and internal meeting preparation
  • Assist with ad hoc client projects that promote client service/experience
  • 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

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%