Client Operations Specialist — Finance (Equity & PTO)

Brighton Jones; Scottsdale (AZ); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with matched contributions

Unlimited Volunteer Time Off

Generous employee referral bonus

Annual professional & personal wellbeing stipend

Job summary

Brighton Jones is seeking a talented Central Operations Associate in Scottsdale, Arizona, to join their regional operations team. This role significantly impacts client experience and requires strong organizational and communication skills.

The ideal candidate will have at least 2 years of experience in financial services, adeptness with Salesforce, and a passion for helping others in a fast-paced environment.

Brighton Jones offers competitive compensation and comprehensive benefits including medical coverage, a 401(k) plan, and generous PTO policies.

Qualifications

• Minimum of 2 years of relevant experience in financial services industry.
• Proven ability to work in a fast-paced environment.
• Must be detail-oriented with high accuracy.

Responsibilities

• Prepare and process documentation for client onboarding.
• Act as a point of contact for Client Service teams.
• Manage client data accuracy and integrity in CRM.

Skills

Interpersonal skills

Communication skills

Organization skills

Problem-solving skills

Detail-oriented

Microsoft Office proficiency

Education

Undergraduate degree in Business, Economics, Finance, or Accounting

High school diploma or equivalent

Tools

Salesforce CRM

Microsoft Office products

Job description

Brighton Jones is seeking a talented Central Operations Associate in Scottsdale, Arizona, to join their regional operations team. This role significantly impacts client experience and requires strong organizational and communication skills.

The ideal candidate will have at least 2 years of experience in financial services, adeptness with Salesforce, and a passion for helping others in a fast-paced environment.

Brighton Jones offers competitive compensation and comprehensive benefits including medical coverage, a 401(k) plan, and generous PTO policies.