Client Services Specialist

Brightonjones; Minneapolis (MN); On-site; USD 36,644 - 46,562; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

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

Generous PTO including 3 weeks starting Day 1

Job summary

Brighton Jones in Minneapolis is seeking a dedicated Client Service professional to enhance client experiences. This role involves administrative support for Lead Advisors, managing client data in Salesforce, and ensuring quality service. Ideal candidates will have 1-4 years of experience in administration, preferably within financial services, and will possess excellent organizational and problem-solving skills.

The position is full-time, work-from-office with competitive pay ranging from $26.60 – $33.80 per hour and a robust benefits package promoting growth and community connection.

Qualifications

• 1–4 years of experience in an administrative role, preferably in financial services.
• Self-motivated with pride in providing exceptional client support.
• Expected to learn job-related systems on the job.

Responsibilities

• Provide administrative oversight to support Lead Advisors.
• Prepare documentation for client onboarding and maintenance.
• Gather and manage client data in CRM (Salesforce).
• Assist with post-meeting action items.
• Handle requests for money movement including trades and transfers.
• Coordinate client experiences, ensuring quality control.

Skills

Organizational skills

Problem-solving skills

Detail-oriented

Microsoft Office Suite

Salesforce

Education

Undergraduate degree in Business, Economics, Finance, or Accounting

Tools

Salesforce

Job description

Brighton Jones in Minneapolis is seeking a dedicated Client Service professional to enhance client experiences. This role involves administrative support for Lead Advisors, managing client data in Salesforce, and ensuring quality service. Ideal candidates will have 1-4 years of experience in administration, preferably within financial services, and will possess excellent organizational and problem-solving skills.

The position is full-time, work-from-office with competitive pay ranging from $26.60 – $33.80 per hour and a robust benefits package promoting growth and community connection.