Client Service Associate - Dallas

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

Role Overview

As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service‑obsessed environment utilizing your exceptional organizational, problem‑solving, and detail‑oriented skills.

Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.

Responsibilities

• Provide administrative oversight and support the Lead Advisors on strategic needs.


• Prepare various administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on‑going client maintenance.


• 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); manage data accuracy and integrity and keep records current.


• Assist advisory team members coming out of client and prospective client meetings with 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; follow up to ensure completion.


• Assist with calendaring functions and internal meeting preparation.


• Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team.


• 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.

Qualifications

• 1 – 4 years of experience in an administrative role; experience in the financial services industry is preferred.


• Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred.


• Self‑motivated and takes pride in providing exceptional support to clients and the team.


• Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus.


• Expected to learn other position‑related systems on the job.


• This role is an in‑office, full‑time, and non‑exempt position.

Compensation & Work Hours

• Pay: Competitive hourly rate. This full‑time role is classified as non‑exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).


• Hours: Monday through Friday – 8:00 am – 5:00 pm. We are a work‑from‑office culture with lots of flexibility.

Ownership & Financial Wellbeing

• Fully paid medical, dental, and vision coverage for employees.


• 401(k) with 100% match up to 3% of annual compensation.


• Equity ownership opportunities for every employee.


• New Business Incentive Program.


• Generous employee referral bonus.


• Cell phone data reimbursement.


• Financial planning services discount for employees and immediate family members.

Time & Flexibility

• Minimum 3 weeks PTO starting Day 1.


• Winter Break, Summer Friday flex‑days, and 10 paid holidays.


• Unlimited Volunteer Time Off plus company grant matching.


• Heavily subsidized transit.

Growth & Development

• 100% reimbursement for required training, certifications, licensing, and dues.


• Personal career development plans.


• Richer Life Business Partner (coaching for all employees).


• Mindful Emotional & Social Intelligence training.


• Annual professional & personal wellbeing stipend.

Connection & Community

• Quarterly team‑building events.


• Regular social events.


• Employee‑led book clubs, committees, and affinity groups.

Family & Milestones

• Paid parental leave (13 weeks for birthing parent and 6 weeks for non‑birthing parent).


• Adoption benefits.


• Anniversary milestone celebrations, including a 3‑month paid sabbatical at 10 years.

Visa Sponsorship

We are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Equal Employment Opportunity

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.