Client Service Associate - San Francisco
$64,896–$84,864 year
On-siteSan Francisco, California, United States
Job Summary
Provide administrative oversight for Lead Advisors by preparing documentation for client onboarding, maintenance, and money movement requests like capital calls and trades. Act as the primary contact for custodians on operational matters while gathering and inputting client data into Salesforce to ensure accuracy. Assist advisory team members with post-meeting action items, calendaring, and internal meeting preparation. Coordinate client touchpoints including anniversaries and thank-you notes, and oversee quality control on client-related paperwork. This in-office, full-time role offers $31.20–$40.80 hourly pay, 100% 401(k) match, and 3 weeks PTO. Brighton Jones, a top-ranked RIA with over $30 billion in assets, fosters a culture of equity and continuous growth.
Required Qualifications
- 1 - 4 years of experience in an administrative role
- Proficiency in Microsoft Office Suite products (Word, Excel, Windows)
- This full-time role is classified as non-exempt by the Fair Labor Standard Act
- This position follows an administrative career path
- This role is an in-office position
Desired Qualifications
- experience in the financial services industry
- Undergraduate degree
- Business, Economics, Finance, or Accounting degree
- Self-motivated
- Salesforce experience
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