Client Service Coordinator

Job Details

Experienced Seattle - Seattle, WA Full Time 4 Year Degree Finance

Your Role

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.

• 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
  
  

Your Experience

• 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
  
  

Our Culture

As a group of individuals that love what we do and enjoy who we work with, we know that the genuine relationships we build with each other positively affect our clients and their experience of working with us. We’re intentional in cultivating a culture that is inclusive, collaborative, and celebrates individual initiative.

We Are

• Genuine - our unquestioned commitment to integrity is demonstrated in all of our personal and professional activities
• Focused – we work together to manage heavy workloads and time-sensitive projects - we thrive in a fast-paced environment that fosters continued growth and development
• Approachable – we enjoy interacting with each other and our clients, always projecting a professional, friendly and capable image in everything we do
• Invested – our commitment to our clients and each other means we are willing to maintain a flexible work schedule to address cyclical work periods
• Driven - we possess good judgment, initiative and decision-making skills - able to anticipate problems, determine the appropriate level of response, and act accordingly
  
  

Our Company

We are a company that uses objectivity, creativity and passion to help our clients, colleagues and community members live richer lives. We eliminate the conflicts of interest in the financial industry by not selling products and sitting on the same side of the table as our clients.

We are a nationally recognized wealth management firm with a strong talent focus. To the right individual, we offer a very competitive compensation and benefits package for our industry. If you meet the above requirements, please apply online at http://www.brightonjones.com/careers/opportunities. In your cover letter, please describe your professional passions and ultimate career objectives.