Senior Family Office Client Services Leader

Brighton Jones; Seattle (WA); On-site; USD 110,000 - 130,000; Full time

Benefits offered by this job

Premium health coverage

401(k) with match

Equity ownership opportunities

Wellbeing and development programs

Paid time off & holidays

Job summary

Brighton Jones seeks a Senior Client Service Administrator to partner with Lead Advisors and client teams in delivering exceptional service to high-net-worth families. This in-office role emphasizes discretion, independent decision-making, and proactive client support, with leadership responsibilities for the broader Client Service team.

You will handle onboarding, complex transactions, and client communications, while driving quality and efficiency across Family Office processes.

Qualifications

• 4+ years of experience in financial services or complex client-service environment.
• Experience supporting high-net-worth clients preferred.
• Undergraduate degree desired in business, economics, finance, or accounting.

Responsibilities

• Lead administrative execution for client onboarding and ongoing maintenance.
• Process account openings, asset movement, client maintenance, and other operational activities.
• Manage money movement requests: wires, journals, trades, distributions; ensure accuracy and compliance.
• Maintain client data in Salesforce and other systems; ensure records are complete and current.
• Coordinate complex calendaring and client meeting logistics.
• Prepare meeting materials, capture decisions, and ensure timely follow-up.
• Respond to client and advisor requests with high responsiveness and ownership.
• Oversee client experience for strategic families and act as a trusted liaison.

Skills

Judgment & discretion

Professional presence

Ownership & accountability

Problem solving

Organization & detail

Proactive client service

Team collaboration

MS Office proficiency

Salesforce experience

Education

Undergraduate degree preferred: business/economics/finance/accounting

Tools

Salesforce

Microsoft Office Suite

Job description

Brighton Jones seeks a Senior Client Service Administrator to partner with Lead Advisors and client teams in delivering exceptional service to high-net-worth families. This in-office role emphasizes discretion, independent decision-making, and proactive client support, with leadership responsibilities for the broader Client Service team.

You will handle onboarding, complex transactions, and client communications, while driving quality and efficiency across Family Office processes.