Client Service Associate - Seattle
Brighton Jones(2 days ago)
About this role
This administrative role at Brighton Jones involves providing support to lead advisors and coordinating client service activities in a financial services environment. The position emphasizes operational and client experience support to ensure high-quality service and client satisfaction, focusing on organizational and data management tasks.
Required Skills
- Microsoft Office
- CRM
- Customer Service
- Data Entry
- Organization
- Communication
- Client Relations
- Financial Services
- Problem Solving
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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