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Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?
Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide.
From the very start, we have been an award-winning organization, from countless Best Places to Work awards - including Seattle Business Magazine's Best Companies to Work for 15 years in a row - to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community.
We are industry leaders and pioneers in financial wellbeing with a focus on helping our clients align their wealth, passions, and purpose so they can pursue a happier, healthier, and more fulfilling life.
Our team-based, client-centric approach has fueled our growth over the last 20 years, and we're now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion in assets.
Every teammate has a path to ownership in the firm. We're looking for driven individuals who bring a "How can I help?" attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues.
Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive.
The role of the Client Service Operations Associate is to provide tactical leverage to all members of the Client Service Operations and Experience teams, in support of all business segments and specialty areas (PCFO, Tax, Open Plan, IAM, 2030 Law, Real Estate, BJIP, Philanthropy, etc.).
Take our Values in Action Self-Assessment to see how our values align!
Service Team Support
Custodial and Operations Liaison
Onboarding / Off-Boarding Team Members
For new team members, administer user accounts for CS specific technology such as Wealthscape (Fidelity), Tamarac, my529, and By All Accounts (BAA);
provide access and manage entitlements
Assist with training on Client Service Operations functions for new client service hires
Service Team Staffing and Workload Planning
Project Management
Experience and Qualifications
Our Company
Our #OneTeam feels a sense of connection, pride, and ownership with our mission, vision, values, and objectives. We are committed to building a business where 100% of our team members genuinely love where they work and are supported by their colleagues.
We do this through building authentic relationships with one another, supporting each other to continuously learn and grow, working hard while having lots of fun, and giving back to our community.
We are a team founded on equity and respect, and we're on a mission to help our clients, teammates, and global community thrive.
Brighton Jones is committed to building a team comprised of diverse backgrounds, ideas, and experiences. We actively foster a compassionate and inclusive culture, one in which all members of the greater Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential.
To the right individual, we offer very competitive compensation, benefits package, and rewarding career opportunities. If you've been reading this job description thinking to yourself, this is the place for me, include in your cover letter why you're excited to join our growing #OneTeam and be sure to describe how the opportunity aligns with your career objectives.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste.
In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
What to expect in the hiring process
1. Values in Action Self-Assessment - at Brighton Jones we don't just talk about our values, we live by them! We've operationalized our values into behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.
2. Initial Interview - this 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.
3. Role Alignment - next you'll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.
4. Full Loop - you'll meet the team in two, back-to-back interviews with team members you're likely to work with. During these conversations, we'll be listening for examples of your technical skills as well as how core values show up in your experience.
There may also be a writing sample, role play, hiring, or technical assessment depending on the position.
5. Personal Reference Calls - in this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.
6. What's Next - interviewing is time consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we'll let you know our decision as quickly as we can.
If this role isn't a good fit, we invite you to stay connected and apply again.
Last updated : 2024-04-23
Full Time
Civic & Environmental Advocacy
$97k-127k (estimate)
04/25/2024
04/29/2024
brightonjones.com
SEATTLE, WA
100 - 200
1999
Private
ORTEGA PUEYO
$10M - $50M
Civic & Environmental Advocacy
Brighton Jones is a wealth management firm that offers investment advisory, financial planning and retirement plan services for individuals.
The job skills required for Client service associate include Client Service, Commitment, Planning, Organizational Skills, Financial Services, Promotion, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service associate positions, which can be used as a reference in future career path planning. As a Client service associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service associate. You can explore the career advancement for a Client service associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
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Step 3: View the best colleges and universities for Client Service Associate.