Client Operations Specialist

At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and service. We are seeking a Client Operations Specialist who loves numbers, organization and systems, and focuses on the details.

This position is well-suited for you if you are known for your attention to detail, your sense for numbers, and your ability to provide reliable and consistent service.

In this role you will:

• Prepare and process all account and money movement related paperwork.
• Monitor, manage, and respond to all custodial alert and issues and serve as primary custodial liaison for staff.
• Assist in the client onboarding process, ensuring that all the I’s and T’s are dotted and crossed.
• Supply meeting reports to advisory team for client meetings.
• Execute enterprise-wide projects and other duties as assigned.

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 are 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 can-do, no-job-is-beneath-me attitude to help you accomplish big goals

Required Qualifications:

• Bachelor’s degree with relevant work experience
• Working knowledge of Microsoft Office including Excel, Word, PowerPoint, etc.
• Commitment to following process and seeking excellence in your work

Briaud Benefits Include:

• Three weeks paid time off & 15+ paid holidays
• Flex Time
• 401(k) with employer matching
• Continuing Education – paid professional dues, conference attendance, and training

Salary is commensurate with experience and qualifications. Note, we do not sell financial products and business development is not required for this role.