Family Office - Client Service Associate

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!

Your Role - 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.
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.

Your Role – Data & Process Stewardship
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.

Your Role – Client Experience Leadership
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.

Your Experience
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

Skills & Attributes
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

Compensation
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