Client Service Associate - Portland
Brighton Jones•Portland, OR
•Onsite
About The Position
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.
Requirements
- 1 - 4 years of experience in an administrative role
- Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required
- Self-motivated and takes pride in providing exceptional support to clients and the team
Nice To Haves
- experience in the financial services industry is preferred
- Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
- Salesforce experience a plus
- 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 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
Benefits
- 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
- 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
- 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
- Quarterly team-building events
- Regular social events
- Employee-led book clubs, committees, and affinity groups
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
