Client Service Associate - Portland

United States·PortlandFull-timemid

OtherClient Service Associate

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Quick Summary

Overview

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,

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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!

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

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

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 non-exempt position. Hours are Monday through Friday - 8:00 am - 5:00 pm. We are a work from office culture with lots of flexibility.

Pay: Competitive hourly rate.

Ownership & Financial Wellbeing

Fully paid medical, dental, and vision coverage for employees

401(k) with 100% match up to 3% of annual compensation

Equity ownership opportunities for every employee

New Business Incentive Program

Generous employee referral bonus

Cell phone data reimbursement

Financial planning services discount for employees and immediate family members

Time & Flexibility

Minimum 3 weeks PTO starting Day 1

Winter Break, Summer Friday flex-days, and 10 paid holidays