Client Experience & Operations Associate

Brightonjones; Dallas (TX); On-site; USD 24,796 - 34,440; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with match

Generous PTO and holidays

Professional development reimbursement

Job summary

Brightonjones, located in Dallas, Texas, is seeking an Administrative Assistant for its Client Service team. The role involves providing essential administrative support to lead advisors and ensuring a high-quality experience for clients.

The ideal candidate will have organizational, problem-solving skills, and experience in a financial services environment. This full-time position offers competitive pay and benefits, with an emphasis on flexibility and work-life balance.

Qualifications

• 1 – 4 years of experience in an administrative role; experience in the financial services industry is preferred.
• Self-motivated and takes pride in providing exceptional support to clients and the team.
• 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 to support client retention and growth.
• Act as a primary point of contact for custodians around all operational matters.

Skills

Organizational skills

Problem-solving skills

Detail-oriented

Proficiency in Microsoft Office Suite

Salesforce knowledge

Education

Undergraduate degree in Business, Economics, Finance, or Accounting

Tools

Salesforce

Job description

Brightonjones, located in Dallas, Texas, is seeking an Administrative Assistant for its Client Service team. The role involves providing essential administrative support to lead advisors and ensuring a high-quality experience for clients.

The ideal candidate will have organizational, problem-solving skills, and experience in a financial services environment. This full-time position offers competitive pay and benefits, with an emphasis on flexibility and work-life balance.