Family Office - Client Service 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

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’ll collaborate closely with lead advisors to ensure clients and prospective clients receive the highest quality service and client experience.

This role is client-facing and involves direct engagement with Family Office and Multi‑Family Office clients, including attending select client meetings, practicing sound judgment, discretion, and independent decision‑making while being privy to highly confidential household and financial information. You will be expected to analyze complex situations, make recommendations, and determine appropriate courses of action that advance our clients’ goals. You’ll be part of a dynamic team utilizing your exceptional organizational, problem‑solving, and detail‑oriented skills to deliver a remarkable client experience.

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

• Partner with Lead Advisors to design and implement strategies that address the unique needs of high‑net‑worth families.
• Attend select client meetings to analyze discussions, identify follow‑up needs, and determine appropriate next steps to ensure seamless execution.
• Act as a trusted liaison for families, custodians, and external partners, exercising judgment in communications and decision‑making.
• Evaluate client requests, recommend solutions, and oversee execution with a focus on accuracy, timeliness, and confidentiality.
• Collect, analyze, and maintain complex financial, legal, and personal data within CRM (Salesforce) and other firm systems; ensure ongoing data integrity.
• Evaluate documentation related to client onboarding, implementation, and ongoing client needs; determine the appropriate path to resolution.
• Oversee money movement requests (capital calls, distributions, trades, transfers) to confirm accuracy, appropriateness, and compliance before approval.
• Manage complex and strategic calendaring needs for families and internal stakeholders, ensuring alignment with client priorities and business objectives.
• Partner with advisors to oversee onboarding, implementation, and ongoing engagement for strategic and complex families.
• Professionally represent the firm in direct interactions with clients, families, custodians, and external partners.
• Attend select client meetings, determine follow‑up actions, and drive seamless execution.
• Lead quality control efforts to mitigate risk and maintain accuracy across all client deliverables.
• Identify opportunities to enhance the client experience and implement initiatives that strengthen relationships and reflect our culture.
• Collaborate with internal teams on strategic projects that advance the Family Office offering.
• 1 – 4 years of experience in a professional services, financial services, or family office or multi‑family office environment, with direct client‑facing responsibilities.
• Undergraduate degree desired; Business, Economics, Finance, or Accounting degree preferred
• Professional presence with excellent communication skills, capable of engaging confidently with clients, advisors, and external partners.
• Self‑motivated and takes pride in providing exceptional support to clients and the team
• Strong organization skills, excellent attention and accuracy to detail
• Ability to handle sensitive client information with discretion and professionalism
• Proficiency in Microsoft Office Suite required; Salesforce experience a plus
• This role is an in‑office, full‑time, and exempt position; we are a work‑from‑office culture with flexibility

Pay: $90,000 - $110,000 per year

Ownership & Financial Wellbeing

• 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

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

Growth & Development

• 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

Connection & Community

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

Family & Milestones

• 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

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.