Family Office Client Experience Specialist

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

Benefits offered by this job

Fully paid medical, dental, and vision

401(k) with match up to 3%

Equity ownership opportunities

Paid time off and holidays

Transit subsidies

Wellbeing and training stipends

Job summary

Brighton Jones is hiring for a client service role focused on high-net-worth families. You will collaborate with lead advisors to design and implement strategic plans, attend client meetings, and ensure seamless execution with discretion.

You will manage onboarding and ongoing engagement, partner with internal teams, and drive quality control across client deliverables while thriving in a collaborative, in-office environment.

Qualifications

• Professional presence with excellent communication skills.
• Self-motivated and takes pride in providing exceptional client support.
• Strong organizational skills and attention to detail.
• Ability to handle sensitive client information with discretion.
• Proficiency in Microsoft Office; Salesforce experience a plus.
• In-office, full-time, exempt position; work-from-office culture with flexibility.

Responsibilities

• Partner with lead advisors to design and implement strategies for high-net-worth families.
• Attend select client meetings to analyze discussions and determine next steps.
• Act as liaison for families, custodians, and external partners with sound judgment.
• Oversee onboarding, implementation, and ongoing engagement for strategic families.
• Lead quality control to maintain accuracy across client deliverables.

Job description

Brighton Jones is hiring for a client service role focused on high-net-worth families. You will collaborate with lead advisors to design and implement strategic plans, attend client meetings, and ensure seamless execution with discretion.

You will manage onboarding and ongoing engagement, partner with internal teams, and drive quality control across client deliverables while thriving in a collaborative, in-office environment.