Brighton Jones
Client Service Associate - Boston
Boston, MA · Full-time
No sponsorship$34k-$37kDetected 16 days ago
SalesforceCRMAccountingExcelHRISCollaborationProblem SolvingMentoringMicrosoft Office
About the role
- Act as a primary point of contact for custodians around all operational and tactical service matters
- 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
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
- Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
- Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion
- Self-motivated and takes pride in providing exceptional support to clients and the team
- Richer Life Business Partner (coaching for all employees)
- Quarterly team-building events
Nice to have
- 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
- Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required
- Salesforce experience a plus
- Expected to learn other position-related systems on the job
- This role is an in-office, full-time, and non-exempt position.
Skills
- Ready to make a meaningful impact?
Compensation
- Pay: $33.84 - $37.41 per hour. This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).
- 401(k) with 100% match up to 3% of annual compensation
- New Business Incentive Program
- Annual professional & personal wellbeing stipend
Benefits
- Fully paid medical, dental, and vision coverage for employees
- Equity ownership opportunities for every employee
- Generous employee referral bonus
- Cell phone data reimbursement
- Minimum 3 weeks PTO starting Day 1
- Unlimited Volunteer Time Off plus company grant matching
- 100% reimbursement for required training, certifications, licensing, and dues
Equal opportunity
- 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.
Visa & Work Authorization
- Please note, we are unable to provide visa sponsorship for the position offered.
- Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
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