Client Experience Specialist - Financial Services Admin
Listed on 2026-10-18
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Administrative/Clerical
Office Administrator/ Coordinator, Banking & Finance -
Finance & Banking
Office Administrator/ Coordinator, Banking & Finance
Brighton Jones in San Francisco is seeking an in-office Administrative Associate to support lead advisors and deliver exceptional client service. This role focuses on onboarding, data entry, and day-to-day client support within a collaborative team.
You will manage calendars, prepare documents, and maintain CRM data (Salesforce) while assisting the advisory team with post-meeting actions. The position is full-time, non-exempt, with strong growth and benefits.
Join us at Brighton Jones as our next Client Experience Specialist
- Financial Services Admin in San Francisco, CA, United States.
The Client Experience Specialist
- Financial Services Admin role at Brighton Jones is now open for applications in San Francisco, CA, United States.
We are currently recruiting a Client Experience Specialist
- Financial Services Admin for our team in San Francisco, CA, United States.
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