Client Care Associate

Client Care Associate

We are seeking a Client Care Associate who loves organization, systems, and focuses on

the details with a high level of care. This is an essential role supporting the service of

our clients and advisory team.

In this role you will:

• Assist in the client onboarding process, ensuring that all the I’s and T’s are dotted and crossed.
• Very detailed oriented.
• Prepare and process all account and money movement related paperwork.
• Provide reliable and consistent customer service.
• Monitor, manage, and respond to all processing issues and serve as primary liaison with partner institutions.
• Support advisory staff as needed.
• Execute enterprise-wide projects and other duties as assigned.
• Training of new staff joining our advisory operations area.

If you have the following, we want to talk to you:

• Strong Integrity — Honest, loyal, principled are words others use to describe you
• Deep Care for Others – Understanding the needs of those around you comes naturally, you listen intently, and you can put yourself in their shoes
• Steady and Reliable – People know you as someone they can depend on in a pinch, you area level-headed, and you don’t let things slip through the cracks
• Seek Excellence – Perfection is not the aim, rather chasing excellence in your personal life, your work and in others as well
• Team Player and Great Attitude – Collaboration is sought out and you couple it with a cando, no-job-is-beneath-me attitude to help you accomplish big goals

Briaud Benefits Include:

• 30 Days of Leave/Paid Office Closures
• Flexible Work Hours – We know life happens between 8 to 5 too
• 401(k) with Safe Harbor employer matching
• Health/Dental/Vision/Disability Insurance Available
• FSA/DCFSA Available

Required Qualifications:

• Bachelor’s Degree and/or equivalent work experience
• Working knowledge of Microsoft Office including Excel, Word, PowerPoint, etc.
• Commitment to following process and seeking excellence in your work

Working Conditions:

• Position type - Full-time
• Work schedule - 40 hours / week, Monday - Friday 8AM - 5PM
• Work location - Onsite: Bryan/College Station, Texas
• Work environment – Business Professional Office

About Briaud:

Briaud Financial Advisors specializes in working with university professionals and their families providing holistic financial planning experiences. Described within the industry as a “white glove service”, Briaud utilizes a deep bench of expertise, leveraging decades of experience to help clients meet their long-term financial goals. NAPFA-Registered Fee-Only.

Note, we do not sell financial products and business development is not required for this role.

Please submit both a cover letter and resume to jobs@briaud.com for consideration.