Client Service Associate - DC
Brighton Jones(1 day ago)
About this role
Brighton Jones is seeking an Administrative Assistant to support lead advisors in delivering high-quality client service and managing administrative tasks. The role involves coordinating client data, handling operational service matters, and supporting client experience initiatives within a collaborative, client-focused environment.
Required Skills
- Microsoft Office
- CRM
- Data Entry
- Customer Service
- Organization
About Brighton Jones
brightonjones.comBrighton 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.
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