Client Service Associate at Brighton Jones

Client Service Associate – Family Office

The Client
Our client, a leading national wealth management and advisory firm, is recognized for its purpose-driven culture and client-centric approach. With over $30 billion in assets under advisement and a growing nationwide presence, the firm helps high-net-worth and ultra-high-net-worth families align their wealth with their values and long-term goals. Through collaboration, innovation, and a commitment to excellence, the firm delivers holistic financial guidance, family office services, and an exceptional client experience.

The Opportunity
The Client Service Associate – Family Office plays a pivotal role in delivering an exceptional client experience by supporting advisors in the management of complex family relationships. This role involves direct engagement with family office and multi-family office clients, including participation in client meetings and collaboration with internal and external partners. The ideal candidate is detail-oriented, proactive, and highly professional, capable of handling sensitive information with discretion while ensuring accuracy and timeliness across all areas of client service.

Location
Full-time, in-office position (with flexibility) – United States

Reports to
Lead Advisors / Family Office Leadership

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.
  • Attend select client meetings to analyze discussions, identify follow-up needs, and determine appropriate next steps to ensure seamless execution.
  • Serve 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.
• Data & Process Stewardship
  • Collect, analyze, and maintain complex financial, legal, and personal data within CRM systems (Salesforce) and firm databases, ensuring ongoing data integrity.
  • Evaluate documentation related to client onboarding, implementation, and ongoing client needs; determine appropriate next steps to resolution.
  • Oversee money movement requests, including capital calls, distributions, trades, and transfers, ensuring compliance and accuracy before approval.
  • Manage complex and strategic calendaring needs for families and internal stakeholders, aligning with client priorities and business objectives.
• Client Experience Leadership
  • Collaborate with advisors to oversee onboarding, implementation, and ongoing engagement for strategic and complex family clients.
  • Represent the firm with professionalism in all interactions with clients, families, custodians, and external partners.
  • Attend select client meetings, document key takeaways, and coordinate follow-up actions for seamless execution.
  • Lead quality control efforts to mitigate risk and ensure accuracy across all client deliverables.
  • Identify opportunities to enhance the client experience and implement initiatives that strengthen relationships and align with firm culture.
  • Partner with internal teams on strategic projects that advance the firm’s Family Office capabilities and service model.

The Ideal Candidate

Qualifications:

• 1–4 years of experience in professional services, financial services, or a family office/multi-family office environment with direct client-facing responsibilities.
• Bachelor’s degree preferred; concentration in Business, Finance, Accounting, or Economics desirable.
• Strong proficiency in Microsoft Office Suite; experience with Salesforce or other CRM systems preferred.
• Ability to handle confidential and sensitive information with discretion and professionalism.

Skills & Attributes:

• Exceptional communication skills with professional presence and confidence in client-facing interactions.
• Highly organized with strong attention to detail and accuracy.
• Self-motivated, proactive, and dedicated to providing outstanding client support.
• Collaborative team player with a service-oriented mindset.
• Ability to prioritize multiple tasks while maintaining composure under pressure.

Compensation:
$90,000 – $110,000 annual base salary (commensurate with experience).

Benefits:
Comprehensive benefits package including health, dental, and vision coverage; retirement benefits; paid time off; flexible holidays; summer hours; company-paid parental leave; transportation benefits; unlimited volunteer time off; and professional wellbeing stipends. The firm also offers a collaborative, growth-oriented work environment with a clear path for advancement.