Client Services Associate – Wealth Management Support

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

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.