Client Operations Specialist

Briaud Financial Advisors
College Station, Texas
$45,000 - $60,000
Closing date
Feb 28, 2024

View more

Job Role
Financial Planning Support
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

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.


Briaud Financial Advisors is an Independent RIA with a strong focus on protecting our clients’ wealth. Located in College Station, Texas, we have built a national reputation for financial planning and are featured regularly in top publications like the Wall Street Journal, New York Times, CNBC, and Kiplinger. When you need a financial advisor with peerless higher-ed credentials, Briaud delivers financial security to some of the smartest people in the world.

Apply for Client Operations Specialist

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

Find out more about TopResume

Are you comfortable working in an onsite setting? required
Are you legally authorized to work in the United States? required

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar jobs