Client Service Associate @ Brighton Jones

At Brighton Jones, we’re not just looking for high performers—we’re seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.

Our mission goes beyond managing investments. We’re changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.

This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.

At Brighton Jones, you’ll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.

We’ve won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.

Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we’ll amplify our impact and help more people live richer lives.

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 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

Your Role - Client Experience Responsibilities:

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

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 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 exempt position. We are a work from office culture with a lot of flexibility.

Our Company

At Brighton Jones, we’re building a future for wealth management that’s about more than managing wealth. Our #OneTeam is united by a shared commitment to our mission, vision, and values. We believe that when you thrive, we thrive, which is why we’ve created an environment where every team member can genuinely love their work and feel supported by colleagues.

Diversity enriches our lives and our work. We’re committed to fostering an inclusive culture where all members of the Brighton Jones family feel safe to express their unique identities and empowered to reach their full potential. This commitment is woven throughout our business and shapes how we hire, empower our teammates, create learning opportunities, and support our communities.

At Brighton Jones, you’ll have the freedom to be yourself and the support to be your best. If you’re excited about redefining wealth management and making a positive impact, we want to meet you. We offer you competitive compensation, excellent (and unique!) benefits, and rewarding career opportunities—including a path to ownership for every teammate.

In your application, tell us why you’re eager to join our growing #OneTeam and how this opportunity aligns with your career objectives and personal values.

What to Expect in the Hiring Process

1. Values in Action Self-Assessment - At Brighton Jones we don’t just talk about our values, we live by them! We’ve operationalized our values into observable behaviors and part of the application process includes completing a brief self-assessment on our Values in Action.

2. Initial Interview - This 30-min chat with a recruiter or hiring manager gives us a chance to learn about your background and goals and share more about the role and company.

3. Role Alignment - Next you’ll meet with the hiring manager and a peer (virtual or in-person) to dive deeper into the role, responsibilities, and your transferrable experiences.

4. Full Loop - You’ll meet the team in two, back-to-back interviews with team members you’re likely to work with. During these conversations, we’ll be listening to examples of your technical skills as well as how core values show up in your experience. There may also be a writing sample, role play, hiring, or technical assessment depending on the position.

5. Personal Reference Calls - In this final step in the hiring process, you will be asked to arrange 1-2 personal reference calls with past managers of our choosing.

6. What’s Next - Interviewing is time-consuming and stressful, and we appreciate you taking the time to get to know us. Whatever the final decision, we’ll let you know our decision as quickly as we can. If this role isn’t a good fit, we invite you to stay connected and apply again.

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.

Client Service Associate

Scottsdale

Brighton Jones

Your Role - Administrative Responsibilities:

Your Role - Client Experience Responsibilities:

Your Experience:

6 month growth

1 year growth

2 year growth

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