Client Director - Financial Services
ServiceNowSalary not specified
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Wealth ManagementIndustries
Requirements
- 1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred
- Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
- Self-motivated and takes pride in providing exceptional support to clients and the team
- 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
- 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
Skills
Client Service
Organizational Skills
Problem-Solving
Detail-Oriented
Team Collaboration
Administrative Support
Brighton Jones
Wealth management and financial planning services
About Brighton Jones
Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.
Seattle, WashingtonHeadquarters
1999Year Founded
VENTURE_UNKNOWNCompany Stage
Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
Paid Vacation
Paid Holidays
Parental Leave
Commuter Benefits
Wellness Program
Risks
Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.
DIY financial planning tools could reduce demand for traditional advisory services.
Investments in volatile sectors expose Brighton Jones to significant market risks.
Differentiation
Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.
They emphasize a holistic approach, integrating personal values with financial goals.
Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.
Upsides
Growing demand for ESG investing aligns with Brighton Jones' holistic approach.
Aging population increases demand for retirement planning, benefiting Brighton Jones' services.
AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.
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