Client Service Associate - Portland

Brighton Jones is a purpose-driven team committed to helping individuals live richer lives. As a Client Service Associate, you will work closely with lead advisors to ensure clients receive the highest quality service and client experience. This role follows an administrative career path and is not intended as a pathway to become an Advisor.

Requirements

• 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.
• Proficiency in Microsoft Office Suite products (Word, Excel, Windows) required; Salesforce experience a plus.

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
• 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
• 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
• Quarterly team-building events
• Regular social events
• Employee-led book clubs, committees, and affinity groups
• 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