Wealth Client Experience Specialist

Brighton Jones; Washington; On-site; USD 37,000 - 55,000; 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

Financial planning services discount

Paid Parental leave

PTO and holidays

Job summary

Brighton Jones in Washington is seeking an in-office Administrative Professional to support lead advisors and keep client experiences smooth and accurate. You will manage data in Salesforce, prepare onboarding documents, and coordinate calendars, trades, and tasks with a client-focused mindset.

The role is full-time, non-exempt, Monday–Friday 8:00 am–5:00 pm, with comprehensive benefits and a culture that values growth, collaboration, and community.

Qualifications

• 1–4 years of experience in an administrative role; financial services experience preferred.
• Undergraduate degree desired; business, economics, finance, or accounting background preferred.
• Self-motivated and capable of providing exceptional support to clients and team.
• Proficiency in Microsoft Office Suite; Salesforce experience is a plus.

Responsibilities

• Provide administrative oversight and support to Lead Advisors on strategic needs.
• Prepare onboarding, implementation, and ongoing client documentation to support retention and growth.
• Serve as primary contact for custodians on operational service matters.
• Input and maintain client data in CRM (Salesforce) with accuracy and integrity.
• Support advisory team post-meeting with action items and follow-ups.
• Handle money movement requests including capital calls, distributions, journals, trades, and transfers.
• Assist with calendaring and internal meeting preparation.
• Support ad hoc client projects to promote service quality and experiences.
• Coordinate client touchpoints and appreciation activities (anniversaries, notes, flowers, gifts).
• Oversee quality control to minimize errors on client-related paperwork.

Skills

Microsoft Office

Detail-oriented

Customer service mindset

Education

Undergraduate degree preferred

Tools

Salesforce

Job description

Brighton Jones in Washington is seeking an in-office Administrative Professional to support lead advisors and keep client experiences smooth and accurate. You will manage data in Salesforce, prepare onboarding documents, and coordinate calendars, trades, and tasks with a client-focused mindset.

The role is full-time, non-exempt, Monday–Friday 8:00 am–5:00 pm, with comprehensive benefits and a culture that values growth, collaboration, and community.