Family Office at Brighton Jones in Seattle

Client Service Associate – Family Office

The Client
Our client, Brighton Jones, is one of the largest Registered Investment Advisors (RIAs) in the United States, with over $30 billion in assets under advisement and more than 300 professionals nationwide. Headquartered in Seattle, Brighton Jones has earned 15 consecutive “Best Places to Work” awards and national recognition for community impact. The firm’s mission is to help individuals and families live richer lives by aligning wealth, passion, and purpose. Through a collaborative, purpose-driven culture and a commitment to continuous growth, Brighton Jones delivers an exceptional client experience built on empathy, expertise, and impact.

The Opportunity
This position offers an outstanding opportunity for an emerging professional with experience in wealth management, professional services, or family office operations to contribute meaningfully to a leading multi-family office platform. As a key member of the Client Service Team, the Client Service Associate will collaborate closely with Lead Advisors to deliver exceptional service and a seamless experience for high-net-worth families. The successful candidate will exercise sound judgment, discretion, and initiative in managing complex financial, legal, and personal data, and will play a vital role in advancing Brighton Jones’ Family Office offering through strategic partnership, operational excellence, and client advocacy.

Location
Office-based, with flexibility. Brighton Jones maintains a work-from-office culture emphasizing collaboration and team engagement.

Reports to
Lead Advisor, Family Office Services

The Position

Key Responsibilities

• Strategic Partnership – Partner with Lead Advisors to design and implement strategies that address the unique needs of high-net-worth families and Family Office clients.
• Client Engagement – Attend select client meetings, analyze discussions, identify action items, and ensure seamless follow-up and execution of client deliverables.
• Relationship Management – Serve as a trusted liaison for families, custodians, and external partners, exercising professionalism, judgment, and discretion in all communications.
• Operational Oversight – Evaluate client requests, recommend solutions, and oversee implementation with a focus on accuracy, timeliness, and confidentiality.
• Data and Process Stewardship – Collect, analyze, and maintain complex financial and legal data within CRM (Salesforce) and related systems; ensure the integrity and confidentiality of all client information.
• Transaction Management – Oversee and verify money movement requests, including capital calls, distributions, trades, and transfers, ensuring compliance and precision before approval.
• Client Experience Leadership – Partner with Advisors to manage onboarding, implementation, and ongoing service for complex family relationships; identify opportunities to elevate the client experience and strengthen engagement.
• Quality Control – Lead efforts to maintain accuracy and mitigate risk across all client deliverables; ensure that all communications and outputs meet the firm’s highest standards.
• Cross-Team Collaboration – Work closely with internal teams to advance the Family Office service offering and participate in strategic initiatives that enhance operational efficiency and client impact.

The Ideal Candidate

Qualifications:

• 1–4 years of professional experience within financial services, family office, multi-family office, or related professional services environment, with direct client-facing responsibilities.
• Bachelor’s degree required; concentration in Business, Finance, Accounting, or Economics preferred.
• Professional presence with excellent verbal and written communication skills; capable of engaging confidently with clients, advisors, and external partners.
• Strong organizational and project management skills with exceptional attention to detail and accuracy.
• Ability to manage sensitive information with discretion and integrity.
• Proficiency in Microsoft Office Suite required; experience with Salesforce or other CRM platforms preferred.
• Self-motivated, proactive, and collaborative with a demonstrated commitment to client service excellence.

Compensation:
A competitive compensation package will be offered, including an annual salary in the range of $90,000 – $110,000 commensurate with experience, as well as eligibility for performance incentives.

Benefits:
Brighton Jones offers a comprehensive benefits package including medical, dental, and vision coverage; retirement benefits; paid time off (PTO); flexible holidays; summer flex days; parental leave; transportation benefits; professional and personal wellbeing stipends; unlimited volunteer time off; and other fringe benefits. Every team member has a defined path to ownership within the firm.

About Brighton Jones
Brighton Jones is redefining wealth management through its mission to help clients align their time and money with their values and purpose. The firm fosters a culture of authenticity, collaboration, and continuous learning where team members are encouraged to grow personally and professionally. Diversity, equity, and inclusion are core to Brighton Jones’ ethos, ensuring that every teammate can thrive, contribute, and feel valued. The firm’s #OneTeam culture exemplifies its belief that when people thrive, communities thrive.