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Client Service Associate - Boston at Brighton Jones - ApplyBlast

Client Service Associate - Boston

Brighton Jones

3 months ago

3.9 on Glassdoor

Boston, United States

Onsite

Full Time

Junior

0 applicants

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About this role

As a Client Service Administrator at Brighton Jones, you will provide administrative oversight and support to lead advisors, ensuring high-quality service and client experiences. Your role involves managing client data in Salesforce, processing financial documentation, coordinating client touchpoints, and handling money movement requests within a collaborative, service-obsessed environment.

Responsibilities

Provide administrative oversight and support to lead advisors on strategic needs
Gather and input client data into Salesforce while maintaining accuracy
Process documentation related to client onboarding and ongoing maintenance
Handle money movement requests including capital calls and asset transfers
Coordinate client touchpoints such as anniversaries and thank you notes

Skills

Qualifications

Bachelor's degree in Business, Economics, Finance, or Accounting

About Brighton Jones

brightonjones.com

Headquarters

Seattle, Washington, United States

Company Size

201-500 employees

Founded

1999

View Profile

Brighton Jones is a wealth management and financial planning firm that provides fiduciary advice and integrated financial services to individuals, families, entrepreneurs, and foundations. They combine investment management with tax-aware planning, estate and retirement strategies, and family-office-style coordination delivered by a multidisciplinary team and financial coaches. The firm emphasizes long-term, personalized planning, transparency, and technology-enabled service to help clients navigate complex financial lives.