Client Experience Specialist – Wealth Services (In-Office)

Brighton Jones; San Francisco (CA); On-site; USD 42,981 - 56,206; Full time

Benefits offered by this job

Fully paid medical, dental, and vision

401(k) with 100% match up to 3%

Equity ownership opportunities

New Business Incentive Program

Generous employee referral bonus

Cell phone data reimbursement

Wellbeing stipend

Job summary

Brighton Jones is seeking an Administrative role in San Francisco to support Lead Advisors and ensure high-quality client service. This in-office position focuses on onboarding, documentation, and routine operational tasks within a collaborative team.

You will manage data in Salesforce, coordinate with custodians, and assist with client projects and meetings. A 1–4 year admin background and MS Office proficiency are expected, with Salesforce a plus.

Qualifications

• 1–4 years of experience in an administrative role, preferably in financial services.
• Undergraduate degree desired; Business, Economics, Finance, or Accounting preferred.
• Proficiency in Microsoft Office; Salesforce experience a plus.
• This role is in-office, full-time, and non-exempt; work-from-office culture with flexibility.

Responsibilities

• Provide administrative support to Lead Advisors on strategic needs.
• Prepare client onboarding, implementation, and maintenance documentation.
• Act as primary contact for custodians on operational matters.
• Enter and maintain client data in CRM (Salesforce); ensure data accuracy.
• Assist advisory team with post-meeting action items and scheduling.

Skills

MS Office

Salesforce

Organizational skills

Problem-solving

Education

Undergraduate degree preferred

Business/Economics/Finance/Accounting degree preferred

Tools

Microsoft Office Suite

Job description

Brighton Jones is seeking an Administrative role in San Francisco to support Lead Advisors and ensure high-quality client service. This in-office position focuses on onboarding, documentation, and routine operational tasks within a collaborative team.

You will manage data in Salesforce, coordinate with custodians, and assist with client projects and meetings. A 1–4 year admin background and MS Office proficiency are expected, with Salesforce a plus.