Client Services & Operations Associate

Brightonjones; Boston (MA); On-site; USD 96,965,131 - 107,195,188; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company match

Equity ownership opportunities

New Business Incentive Program

Referral bonus

Job summary

Brighton Jones is seeking an in-office Administrative Assistant who will support Lead Advisors and the client service team. You will help onboard clients, prepare documentation, and manage data within Salesforce to ensure accurate records and smooth operations.

Ideal candidates have 1–4 years in admin roles, a relevant undergraduate degree, and proficiency with Microsoft Office; Salesforce experience is a plus.

Qualifications

• 1–4 years of administrative experience; financial services preferred.
• Undergraduate degree in business, economics, finance, or accounting preferred.
• Proficient in Microsoft Office; Salesforce experience a plus; strong data management skills.

Responsibilities

• Provide administrative oversight and support the Lead Advisors on strategic needs.
• Prepare administrative deliverables that support client retention and growth; handle onboarding, implementation, and maintenance documentation.
• Act as primary contact for custodians on operational and tactical service matters.
• Gather, organize, and input client data into the CRM (Salesforce); maintain data accuracy and records.
• Assist advisory team after client meetings with action items; follow up for completion.
• Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers.
• Provide timely responses to team requests; coordinate calendar and internal meeting prep.
• Support ad-hoc client projects to improve service experience and assist the broader service team.

Skills

Self-motivated

Client support

Education

Undergraduate degree

Finance/Economics/Accounting degree preferred

Tools

Salesforce

Microsoft Office

Job description

Brighton Jones is seeking an in-office Administrative Assistant who will support Lead Advisors and the client service team. You will help onboard clients, prepare documentation, and manage data within Salesforce to ensure accurate records and smooth operations.

Ideal candidates have 1–4 years in admin roles, a relevant undergraduate degree, and proficiency with Microsoft Office; Salesforce experience is a plus.