Client Service Associate: Admin & Support (Finance)

Brighton Jones; Dallas (TX); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match up to 3%

Minimum 3 weeks PTO starting Day 1

100% reimbursement for training and certifications

Paid parental leave

Job summary

Brighton Jones, located in Dallas, Texas, is seeking a dedicated Administrative Support professional to join their Client Service team. This role focuses on providing critical administrative support to Lead Advisors, ensuring high-quality service and client experience.

The ideal candidate will have 1 to 4 years of administrative experience, preferably within financial services, and will be expected to demonstrate strong organizational and problem-solving skills. The position is in-office and full-time, aligning with a work-from-office culture.

Qualifications

• 1–4 years of experience in an administrative role, preferably in financial services.
• Self-motivated with a commitment to provide exceptional client support.

Responsibilities

• Provide administrative oversight and support to Lead Advisors.
• Prepare documentation for client onboarding and maintenance.
• Act as primary point of contact for custodians on service matters.
• Gather and input client data into CRM and manage data integrity.
• Assist advisory team members with post-meeting action items.

Skills

Organizational skills

Problem-solving skills

Detail-oriented

Proficiency in Microsoft Office Suite

Salesforce experience

Education

Undergraduate degree (Business, Economics, Finance, or Accounting preferred)

Job description

Brighton Jones, located in Dallas, Texas, is seeking a dedicated Administrative Support professional to join their Client Service team. This role focuses on providing critical administrative support to Lead Advisors, ensuring high-quality service and client experience.

The ideal candidate will have 1 to 4 years of administrative experience, preferably within financial services, and will be expected to demonstrate strong organizational and problem-solving skills. The position is in-office and full-time, aligning with a work-from-office culture.