Client Service Associate - DC

Ready to make a meaningful impact?  At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300 teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and 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! Your Role - Administrative Responsibilities: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 maintenanceAct as a primary point of contact for custodians around all operational and tactical service mattersGather, organize, and input client and prospective client data into the CRM (Salesforce); manage data accuracy and integrity and keep records currentAssist advisory team members coming out of client and prospective client meetings with any post-meeting action itemsHandle money movement requests including capital calls, distributions, journals, trades, and asset transfersProvide support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completionAssist with calendaring functions and internal meeting preparationYour Role - Client Experience Responsibilities: Assist with ad hoc client projects that promote client service/experience, including projects that support the broader service teamCoordinate client touchpoints which drive client experiences including anniversaries, thank you notes, flowers and/or giftsOversee quality control to mitigate errors on any client-related paperwork Your Experience: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 preferredSelf-motivated and takes pride in providing exceptional support to clients and the teamProficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plusExpected to learn other position-related systems on the jobThis role is an in-office, full-time, and non-exempt position. We are a work from office culture with a lot of flexibility. Compensation:Pay: Competitive annual salary.Ownership & Financial WellbeingFully paid medical, dental, and vision coverage for employees401(k) with 100% match up to 3% of annual compensationEquity ownership opportunities for every employeeNew Business Incentive ProgramGenerous employee referral bonusCell phone data reimbursementFinancial planning services discount for employees and immediate family membersTime & FlexibilityMinimum 3 weeks PTO starting Day 1Winter Break, Summer Friday flex-days, and 10 paid holidaysUnlimited Volunteer Time Off plus company grant matchingHeavily subsidized transitGrowth & Development100% reimbursement for required training, certifications, licensing, and duesPersonal career development plansRicher Life Business Partner (coaching for all employees)Mindful Emotional & Social Intelligence trainingAnnual professional & personal wellbeing stipendConnection & CommunityQuarterly team-building eventsRegular social eventsEmployee-led book clubs, committees, and affinity groupsFamily & MilestonesPaid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)Adoption benefitsAnniversary milestone celebrations, including a 3-month paid sabbatical at 10 yearsVisa 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.  We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Salary : $17 - $23