Client Experience Specialist - Financial Services Admin

Brighton Jones; San Francisco, Northern (CA, KY); Hybrid; USD 4,271,000 - 5,621,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision

401(k) with match

Equity ownership opportunities

Generous PTO & holidays

Transit subsidies

Job summary

Brighton Jones in San Francisco is seeking an in-office Administrative Associate to support lead advisors and deliver exceptional client service. This role focuses on onboarding, data entry, and day-to-day client support within a collaborative team.

You will manage calendars, prepare documents, and maintain CRM data (Salesforce) while assisting the advisory team with post-meeting actions. The position is full-time, non-exempt, with strong growth and benefits.

Qualifications

• 1–4 years of experience in an administrative role.
• Experience in the financial services industry is preferred.
• Self-motivated and committed to providing exceptional support to clients and the team.

Responsibilities

• Provide administrative oversight and support the Lead Advisors on strategic needs.
• Prepare deliverables to support client retention and growth; handle onboarding, implementation, and ongoing maintenance documents.
• Act as primary point of contact for custodians on operational matters.
• Gather, organize, and input client data into the CRM (Salesforce); ensure data accuracy and records current.
• Assist advisory team with post-meeting action items.
• Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers.
• Support team with calendaring and internal meeting prep.

Skills

Organizational skills

Problem solving

Detail-oriented

Education

Undergrad degree preferred

Business, Economics, Finance, or Accounting degree preferred

Tools

Microsoft Office Suite

Salesforce

Job description

Brighton Jones in San Francisco is seeking an in-office Administrative Associate to support lead advisors and deliver exceptional client service. This role focuses on onboarding, data entry, and day-to-day client support within a collaborative team.

You will manage calendars, prepare documents, and maintain CRM data (Salesforce) while assisting the advisory team with post-meeting actions. The position is full-time, non-exempt, with strong growth and benefits.