Client Service Associate - Dallas

Brighton Jones; Dallas (TX); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Medical benefits

401(k) with match

Equity ownership opportunities

Paid parental leave

Transit subsidy

Job summary

Brighton Jones in Dallas, TX, is seeking an in-office Administrative Professional to support Lead Advisors, manage client onboarding and documentation, and coordinate CRM data with Salesforce. This role emphasizes accuracy, client service, and teamwork in a fast-paced wealth management environment.

You will handle calendar preparation, ad hoc client projects, and data integrity while assisting with money movements and service delivery.

Qualifications

• 1–4 years of experience in an administrative role; experience in financial services preferred.
• Undergraduate degree desired; Business, Economics, Finance, or Accounting preferred.
• Self-motivated and capable of providing exceptional client and team support.
• Proficiency in Microsoft Office; Salesforce experience is a plus.
• This role is in-office, full-time, non-exempt, Monday–Friday, 8:00 am–5:00 pm.

Responsibilities

• Provide administrative oversight and support Lead Advisors on strategic needs.
• Prepare client onboarding, implementation, and ongoing client maintenance documentation.
• Serve as primary contact for custodians on operational matters.
• Input client and prospective client data into the CRM (Salesforce) and ensure data accuracy.
• Assist advisory team with post-meeting action items and calendar/meeting prep.
• Handle money movement requests including capital calls, distributions, journals, trades, and transfers.
• Support team tasks; follow up to ensure timely completion.
• Coordinate internal meeting preparation and calendaring.

Skills

Organizational skills

Detail-oriented

Problem-solving

Self-motivation

Customer service

Education

Bachelor's degree preferred in Business, Economics, Finance, or Accounting

Tools

Microsoft Office

Salesforce

Job description

Ready to make a meaningful impact?

At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive "Best Places to Work" awards including Inc.com’s 2025 list, as well as national honors for community impact.

We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.

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.

Take our Values in Action Self-Assessment to see how our values align!

Your Role - Administrative 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

Your Role - Client Experience Responsibilities:

• 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

Your Experience:

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

Compensation:

• Pay: Competitive hourly rate. This full-time role is classified as non-exempt by the Fair Labor Standards 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).

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

Please note, 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.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

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.