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This position is located in Seattle, WA.
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Managers are responsible for managing the day to day responsibilities, priorities and workload of their client service teams. Within each relationship they are considered the client’s primary point of contact. They support the tactical and analytical aspects of client service, while also delivering strategic advice, in concert with the Lead Advisor.
Essential Duties & Responsibilities
Acts as the central point person for all client service team inquiries. Directs team members to ensure all client and Brighton Jones action items are moved forward and completed. Maintains all aspects of the Wealth Management Scorecard (WMS), including planning topic status, score, and last date reviewed. Ensures content is accurate, timely, and reviewed periodically.
Determines appropriate times to meet with clients and schedules accordingly. Creates meeting agenda and determines deliverables to be presented. Analyzes client data and develops strategies. Works with the Lead Advisor to define both the client strategy and the most effective form of presentation.
Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client’s situation. Works with the Client Service Coordinator to produce these deliverables, review them, and ensure they are accurate and presentation-ready.
Following client approval, works with the Client Service Coordinator and Analyst to ensure that all tactical aspects of the client implementation are executed timely and accurately. Generates tasks to the appropriate team members, Tax, Investments or Estate Planning, and ensures that they are completed.
Presents ideas and concepts in an organized and effective manner. Attends client meetings and is expected to effectively present specific planning topics, with Lead Advisor or Managing Director guidance. Documents all meeting notes and ensures all client and BJ action items are communicated and memorialized in the CRM.
Works with the Client Service Coordinator to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals. Initiates these requests and is responsible for reviewing and approving them. Ensures completion within specified timeframes.
Assists in helping to orient new employees, including training on processes and systems specific to their job function.
Acts as an advocate for the company and refers qualified candidates to HR to help fill open positions.
Participate in employee candidate interviews, where applicable. Provides back-up support to other team members as necessary.
Typically has at least one year of BJ experience or three to five years in finance or a related industry. Expected to be current with industry trends, terminology and concepts.
Undergraduate degree and Certified Financial Planner (CFP®) credentialing required.
Baseline proficiency in Microsoft Office Suite products (Word, Excel, Windows) required, and tested prior to hire. Expected to learn other position-related systems on the job.
Critical Skills & Attributes
Oganizational; the ability to manage multiple client relationships with competing priorities and coordinate team member resources most effectively.
Delegation; ability to increase capacity by delegating tasks to the right level, and to manage those tasks to ensure they are completed on-time and accurately.
Presentation; the ability to present complex concepts and ideas professionally and persuasively to clients, either in written or verbal form, in a way that can be easily comprehended. To be perceived by clients as knowledgeable and credible.