Client Service Associate - Minneapolis

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 ongoing 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 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. We are a work‑from‑office culture with a lot of flexibility.

• Pay: $26.60 – $33.80 per hour.
• This full‑time role is classified as non‑exempt under the Fair Labor Standards Act, which means you are entitled to overtime pay for working more than 40 hours in a work week (or more than 8 hours in one work day).

• 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.
  • Unlimited Volunteer Time Off plus company grant matching.
  • Heavily subsidized transit.
• Growth & Development
  • 100% reimbursement for required training, certifications, licensing, and dues.
  • Personal career development plans.
  • Richer Life Business Partner (coaching for all employees).
  • Mindful Emotional & Social Intelligence training.
  • Annual professional & personal wellbeing stipend.
• Connection & Community
  • Quarterly team‑building events.
  • Regular social events.
  • Employee‑led book clubs, committees, and affinity groups.
• Family & Milestones
  • Paid parental leave (13 weeks for birthing parent and 6 weeks for non‑birthing parent).
  • Adoption benefits.
  • Anniversary milestone celebrations, including a 3‑month paid sabbatical at 10 years.

We are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

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.