Wealth Management Client Experience Specialist

Brighton Jones; United States; On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

401(k) with match

Medical, dental, and vision coverage

Paid time off and holidays

Parental leave

Equity ownership opportunities

Transit subsidies

Job summary

Brighton Jones is hiring an Administrative professional for the Client Service team to support lead advisors and deliver exceptional client service. This in-office, full-time role emphasizes organization, problem solving, and accuracy within a collaborative culture.

You'll manage onboarding documents, data entry in Salesforce, calendar management, and post-meeting actions while fostering strong internal partnerships to help clients feel valued and supported.

Qualifications

• 1–4 years of administrative experience required or preferred.
• Undergraduate degree in a business, economics, finance, or accounting-related field preferred.
• Proficiency with Microsoft Office; Salesforce experience a plus.

Responsibilities

• Provide administrative oversight and support the Lead Advisors on strategic needs.
• Prepare onboarding, implementation, and ongoing client documentation.
• Act as a primary contact for custodians on operational matters.
• Gather, organize, and input client data into the CRM; ensure data accuracy.
• Assist advisory team post-meetings with action items.
• Handle money movement requests including capital calls, distributions, journals, trades, and transfers.
• Support team with calendaring and internal meeting prep.
• Assist with client-facing ad hoc projects to boost service experience.
• Coordinate client touchpoints to strengthen client experiences.

Skills

Microsoft Office

Administrative experience

Customer service

Data entry

Education

Undergraduate degree

Tools

Salesforce

Job description

Brighton Jones is hiring an Administrative professional for the Client Service team to support lead advisors and deliver exceptional client service. This in-office, full-time role emphasizes organization, problem solving, and accuracy within a collaborative culture.

You'll manage onboarding documents, data entry in Salesforce, calendar management, and post-meeting actions while fostering strong internal partnerships to help clients feel valued and supported.