Wealth Client Services Specialist

Brightonjones; Washington (District of Columbia); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with match

Equity ownership opportunities

New Business Incentive Program

Referral bonus

Transit subsidy

Job summary

Brighton Jones, in-office, full-time role, supports lead advisors to deliver exceptional client service. You will handle onboarding, documentation, and ongoing maintenance for client relationships while ensuring data accuracy across our CRM and related systems.

The position emphasizes organization, problem-solving, and collaborative teamwork in a fast-paced environment. It is a non-exempt, 8:00 am–5:00 pm role with competitive pay and a robust benefits package.

Qualifications

• 1–4 years of experience in an administrative role.
• Undergraduate degree preferred.
• Proficiency with Microsoft Office Suite required.
• Salesforce experience a plus.

Responsibilities

• Provide administrative oversight and support the Lead Advisors on strategic needs
• Prepare administrative deliverables which directly support client retention and growth; prepare and process documentation related to client onboarding, implementation, and on-going client maintenance
• Act as a primary point of contact for custodians around all operational and tactical service matters
• Gather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records current
• Assist advisory team members coming out of client and prospective client meetings with any post-meeting action items
• Handle money movement requests including capital calls, distributions, journals, trades, and asset transfers
• Provide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion
• Assist with calendaring functions and internal meeting preparation
• Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service team
• Coordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or gifts
• Oversee quality control to mitigate errors on any client-related paperwork

Skills

Administrative experience

Microsoft Office

Education

Undergraduate degree

Tools

Salesforce

Job description

Brighton Jones, in-office, full-time role, supports lead advisors to deliver exceptional client service. You will handle onboarding, documentation, and ongoing maintenance for client relationships while ensuring data accuracy across our CRM and related systems.

The position emphasizes organization, problem-solving, and collaborative teamwork in a fast-paced environment. It is a non-exempt, 8:00 am–5:00 pm role with competitive pay and a robust benefits package.