Client Service Coordinator

BRIGHTON JONES LLC•Seattle, WA

About The Position

Are you hungry for more than just a career move? Wondering if it’s possible for work-life to be an extension of your own personal and professional passion? Brighton Jones’ unique and inclusive culture enables you to discover your potential and pursue your definition of a richer life. Brighton Jones, one of the country’s fastest growing wealth management firms, is looking for a talented Client Service Coordinator to join the team and provide immediate positive service impact for our clients. Your Role As a member of the Client Services team, you will directly support Lead Advisors and the team to acquire new clients and retain existing ones.

Requirements

Two to three years of general administrative and client service experience required
Industry experience preferred ; expected to gain competence in industry terminology and concepts that support their job description
Undergraduate degree desired; no particular discipline; Finance, Accounting or related preferred
Self-motivated and takes pride in providing exceptional support to clients and the team
No professional credentials required
Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus
Expected to learn other position-related systems on the job

Responsibilities

Gather, organize, and input client and prospect data into the CRM (Salesforce); manage data accuracy and integrity and keep records current on prospect pipeline status for Business Development reporting purposes
Prepare various deliverables which directly support client acquisition such as greeting letters, pitch books, service agreements and compliance materials; prepare and process all documentation related to client implementation and on-going maintenance including account applications, transfer documents and other forms as required
Act as the primary liaison with our external business partners, including custodians; responds to daily custodial alerts or other notifications; troubleshoot, escalate as appropriate, and determine the appropriate action required; maintain the accuracy and integrity of all electronic recordkeeping with these parties.
Handle cashiering and money movement requests including capital calls, distributions, journals, trades, and asset transfers
Coordinate all internal “last contact” reports with the client service teams to determine those clients requiring contact or additional attention; coordinate client “touch points” which reinforce the on-going sales and client retention process including anniversaries, Thank You notes, flowers and/or gifts
Perform all calendaring functions with both our internal teams as well as external prospects, clients and centers of influence (COI); communicate directly with external parties to coordinate times and venues; allocate firm resources (room, technology required) appropriately
Manage all incoming phone calls; direct callers to most appropriate source for action; use judgment and professionalism to escalate as needed
Provides support and responds to task requests from planning team members in a timely and accurate manner; follows up to ensure completion
Provide back-up support as necessary to peers as well as for other administrative functions; provide back-up for all office coordinator duties including delivery handling, incoming and outgoing mail delivery, incoming telephone calls, supply ordering and general filing
Assist with ad hoc projects around office needs, client support or team support