Client Service Associate - Denver

About the role

Brighton Jones is a purpose-driven, client-focused team dedicated to helping individuals live richer lives. We are one of the largest Registered Investment Advisers (RIAs) in the nation, recognized for our commitment to continuous growth, collaboration, and community through 15 consecutive "Best Places to Work" awards, including Inc.com's 2025 list, and national honors for community impact. Our culture is built around 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 seeking driven, curious individuals to join our #OneTeam.

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 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.
• Affiliate with 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.
• Support and respond to task requests from team members in a timely and accurate manner; follow up to ensure completion.
• Affiliate with calendaring functions and internal meeting preparation.

Client Experience Responsibilities

• Affiliate 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.

Experience

• 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.

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.

Compensation

• Pay: $30.75 - $37.50 per hour.
• This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).

Benefits

• 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.

Ownership & Financial Wellbeing

• Ownership & Financial Wellbeing.

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.

Compensation

• Pay: $30.75 - $37.50 per hour.
• This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).

Benefits

• 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.

Ownership & Financial Wellbeing

• Ownership & Financial Wellbeing.

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.

Compensation

• Pay: $30.75 - $37.50 per hour.
• This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).

Benefits

• 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.

Ownership & Financial Wellbeing

• Ownership & Financial Wellbeing.

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.

Compensation

• Pay: $30.75 - $37.50 per hour.
• This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).

Benefits

• 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.

Ownership & Financial Wellbeing

• Ownership & Financial Wellbeing.

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.

Compensation

• Pay: $30.75 - $37.50 per hour.
• This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).

Benefits

• 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.

Ownership & Financial Wellbeing

• Ownership & Financial Wellbeing.

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.

Compensation

• Pay: $30.75 - $37.50 per hour.
• This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).

Benefits

• 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.

Ownership & Financial Wellbeing

• Ownership & Financial Wellbeing.

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.

Compensation

• Pay: $30.75 - $37.50 per hour.
• This full-time role is classified as non-exempt by the Fair Labor Standard Act, which means you are entitled to overtime pay for working more than 40 hours in a workweek (or more than 8 hours in one workday).

Benefits

• 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