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Client Experience Specialist – Wealth Services; In-Office
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-29
Listing for:
Brighton Jones
Full Time
position Listed on 2026-07-29
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Brighton Jones is seeking an Administrative role in San Francisco to support Lead Advisors and ensure high-quality client service. This in-office position focuses on onboarding, documentation, and routine operational tasks within a collaborative team.
You will manage data in Salesforce, coordinate with custodians, and assist with client projects and meetings. A 1–4 year admin background and MS Office proficiency are expected, with Salesforce a plus.
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