Client Service Associate - San Francisco

we're looking for driven, curious individuals to join our #OneTeam. As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills. *Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.

Take our Values in Action Self-Assessment to see how our values align! Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

• 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
• 1 - 4 years of experience in an administrative role, experience in the financial services industry is preferred.

• Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred

• Self-motivated and takes pride in providing exceptional support to clients and the team

• Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus

• Expected to learn other position-related systems on the job

• This role is an in-office, full-time, and non-exempt position. We are a work from office culture with a lot of flexibility.
• Provide administrative oversight and support the Lead Advisors on strategic needs.

• Prepare various 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