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Brighton Jones · 2 days ago

Client Service Associate - Minneapolis

Minneapolis, MN

Full-time

Onsite

Entry Level

$26.60/hr - $33.80/hr

1+ years exp

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. As a Client Service Associate, you will work closely with lead advisors to ensure clients receive the highest quality service and support, while also managing various administrative tasks to enhance client experience.

Financial Services

Growth Opportunities

No H1B

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

Qualification

Client serviceMicrosoft Office SuiteAdministrative supportSalesforceFinancial services experienceOrganizational skillsProblem-solving skillsDetail-oriented