Client Service Associate - Dallas

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

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 that 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 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).

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.

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, leave of absence, compensation and training.