Family Office Client Service Associate

Ready to make a meaningful impact?   At Brighton Jones, we’re a purpose-driven, 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.