Family Office Client Experience Associate

Brightonjones; Seattle (WA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Fully paid health benefits

401(k) with match

Equity ownership opportunities

New Business Incentive Program

Referral bonus

Transit subsidies

Job summary

Brighton Jones is seeking a client service professional to work with lead advisors, supporting high-net-worth families in a full-time Seattle-based role. You will engage with clients, manage onboarding, and coordinate with custodians and external partners to ensure accurate execution and excellent service.

Ideal candidates have 1–4 years in professional services, strong communication, discretion, and organization. A Business/Economics/Finance/Accounting degree is preferred.

Qualifications

• 1–4 years of experience in professional services with direct client-facing responsibilities.
• Undergraduate degree preferred (Business, Economics, Finance, or Accounting).
• Strong communication and professional presence with clients, advisors, and external partners.
• Self-motivated, well-organized, and detail-oriented; can handle sensitive information.

Responsibilities

• Attend client meetings, analyze discussions, identify follow-up needs, and determine next steps.
• Oversee onboarding, implementation, and ongoing engagement for families; collaborate with custodians and external partners.
• Manage money movement requests (capital calls, distributions, trades, transfers) ensuring accuracy and compliance.
• Maintain data integrity in CRM (Salesforce) and other systems; ensure proper documentation and timing.
• Coordinate complex calendars for families and internal stakeholders; align with business objectives.
• Lead quality control to mitigate risk and maintain accuracy across client deliverables.
• Identify opportunities to improve the client experience and drive initiatives.

Skills

Client-facing

Communication

Discretion

Organization

Problem-solving

Education

Bachelor's degree in Business/ Economics/ Finance/ Accounting

Tools

Salesforce

Microsoft Office

Job description

Brighton Jones is seeking a client service professional to work with lead advisors, supporting high-net-worth families in a full-time Seattle-based role. You will engage with clients, manage onboarding, and coordinate with custodians and external partners to ensure accurate execution and excellent service.

Ideal candidates have 1–4 years in professional services, strong communication, discretion, and organization. A Business/Economics/Finance/Accounting degree is preferred.