Talent.com
Client Service Associate - Minneapolis
Client Service Associate - MinneapolisBrighton Jones • Minneapolis, MN, US
Client Service Associate - Minneapolis

Client Service Associate - Minneapolis

Brighton Jones • Minneapolis, MN, US
19 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Ready to make a meaningful impact?

At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.

We lead the industry in 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 we’re looking for driven, curious individuals to join our #OneTeam.

As a critical member of the Client Service team, you will work closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience. You will be a member of a dynamic team in a collaborative, service-obsessed environment utilizing your exceptional organizational, problem-solving, and detail-oriented skills.

  • Please note that this position follows an administrative career path and is not intended as a pathway to become an Advisor.

Take our Values in Action Self-Assessment to see how our values align!

Your Role - 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 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
  • 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
  • Your Role - Client Experience Responsibilities :

  • 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
  • Your 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
  • 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.
  • Compensation :

  • Pay :  $26.60 - $33.80 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 : Our benefits package includes, but is not limited to, health care benefits (medical / dental / vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.
  • Visa Sponsorship : Please note, 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.

    We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

    Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

    To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

    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.

    Create a job alert for this search

    Client Service Associate • Minneapolis, MN, US

    Related jobs
    Client Relationship Consultant 2 - East Lake Street Branch - Minneapolis, MN (30 hrs)

    Client Relationship Consultant 2 - East Lake Street Branch - Minneapolis, MN (30 hrs)

    U.S. Bancorp • Minneapolis, MN, US
    Full-time
    Client Relationship Consultant.Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide ...Show more
    Last updated: 13 days ago • Promoted
    Client Operations Associate

    Client Operations Associate

    Sovos • Hopkins, MN, US
    Full-time
    If you're seeking a career where innovation meets impact, you've come to the right place.As a global leader, Sovos is transforming tax compliance from a business requirement to a force for growth w...Show more
    Last updated: 7 days ago • Promoted
    Patient Access Representative Associate

    Patient Access Representative Associate

    Optum • Hastings, MN, US
    Full-time +1
    SIGN ON BONUS FOR EXTERNAL APPLICANTS.Opportunities at Optum, in strategic partnership with Allina Health.As an Optum employee, you will provide support to the Allina Health account.The work you do...Show more
    Last updated: 30+ days ago • Promoted
    United States Customs and Border Protection Officer

    United States Customs and Border Protection Officer

    U.S. Customs and Border Protection • Hastings, Minnesota, US
    Full-time +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 20 days ago • Promoted
    Part Time Patient Access Representative Associate

    Part Time Patient Access Representative Associate

    Optum • Elk River, MN, US
    Full-time +1
    SIGN ON BONUS FOR EXTERNAL APPLICANTS.Opportunities at Optum, in strategic partnership with Allina Health.As an Optum employee, you will provide support to the Allina Health account.The work you do...Show more
    Last updated: 22 days ago • Promoted
    Retail Sales Associate

    Retail Sales Associate

    Verizon • Coon Rapids, MN, United States
    Full-time +1
    A place to share your ideas freely - even if they're daring or different.Where the true you can learn, grow, and thrive.At Verizon, we power and empower how people live, work and play by connecting...Show more
    Last updated: 15 days ago • Promoted
    Client Service Associate

    Client Service Associate

    Fortune Financial • Hopkins, Minnesota, United States
    Full-time
    Quick Apply
    We are seeking a highly motivated and proactive individual to join our team as a Client Service Associate.As a Client Service Associate, you will be actively involved in supporting the service of i...Show more
    Last updated: 8 days ago
    Corporate Finance Associate - Minneapolis

    Corporate Finance Associate - Minneapolis

    Direct Counsel • Minneapolis, MN, US
    Full-time
    Direct Counsel is representing an Am Law 100 firm seeking a junior to mid-level Associate for its Corporate Finance Practice in Minneapolis. This is an excellent opportunity for a Corporate Finance ...Show more
    Last updated: 30+ days ago • Promoted
    PT Teller - Coon Rapids, MN

    PT Teller - Coon Rapids, MN

    Affinity Plus Federal Credit Union • Coon Rapids, MN, United States
    Full-time
    Great service starts with great employees and that is why we focus on providing not only the best place our members will ever bank but the best place our employees will ever work.Between our one of...Show more
    Last updated: 30+ days ago • Promoted
    Per Diem Patient Access Representative Associate - Minneapolis, MN

    Per Diem Patient Access Representative Associate - Minneapolis, MN

    Optum • Elk River, MN, US
    Full-time +1
    SIGN ON BONUS FOR EXTERNAL APPLICANTS.Opportunities at Optum, in strategic partnership with Allina Health.As an Optum employee, you will provide support to the Allina Health account.The work you do...Show more
    Last updated: 30+ days ago • Promoted
    Client Relationship Consultant 2 (Banker) - Plaza - Downtown Minneapolis

    Client Relationship Consultant 2 (Banker) - Plaza - Downtown Minneapolis

    U.S. Bancorp • Minneapolis, MN, US
    Full-time
    Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel.Strong client relationship...Show more
    Last updated: 28 days ago • Promoted
    Client Relationship Consultant 2 - East Lake Street Branch - Minneapolis, MN (30 hrs)

    Client Relationship Consultant 2 - East Lake Street Branch - Minneapolis, MN (30 hrs)

    Minnesota Staffing • Minneapolis, MN, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more
    Last updated: 6 days ago • Promoted
    Client Associate / Registered Client Associate - Edina

    Client Associate / Registered Client Associate - Edina

    Minnesota Staffing • Minneapolis, MN, US
    Full-time
    Client Associate / Registered Client Associate.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Clie...Show more
    Last updated: 7 days ago • Promoted
    Associate General Counsel, M&A - Minneapolis, MN or Denver, CO

    Associate General Counsel, M&A - Minneapolis, MN or Denver, CO

    Corporate • Burnsville, MN, United States
    Full-time
    UnitedHealth Group is a health care and well-being company that's dedicated to improving the health outcomes of millions around the world. We are comprised of two distinct and complementary business...Show more
    Last updated: 27 days ago • Promoted
    Client Service Associate

    Client Service Associate

    Trust Point Inc. • Minneapolis, MN, US
    Full-time
    XPERIENCE OUR CULTURE! JOIN OUR TEAM!.Recognized as a "Best Place to Work" for the 8th year in a row! Trust Point Inc.Client Service Associate in our Wealth Management department.We are c...Show more
    Last updated: 30+ days ago • Promoted
    Sales Associate, Apartments.com - Minneapolis, MN

    Sales Associate, Apartments.com - Minneapolis, MN

    CoStar Group • Minneapolis, MN, US
    Full-time
    CoStar Group (NASDAQ : CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index and the NASDAQ 100, ...Show more
    Last updated: 30+ days ago • Promoted