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Be ready to discuss service discipline for wealthy families, confidentiality, prioritization under competing requests, and how you partner with advisors without overstepping advice boundaries.
Strong fit if you like precise client ops in wealth management, thrive on follow-through in Seattle on-site work, and want exposure to family-office service at a growing national RIA.
As a Family Office – Client Service Associate at Brighton Jones in Seattle, you would support high-net-worth and multi-generational family clients: intake and follow-up, coordinating with advisors and specialists, tracking requests, and keeping client records and meeting prep accurate and timely.
No. The listing is Seattle, WA with remote set to off (on-site).
Public coverage describes Brighton Jones as a national RIA that has been expanding offices and hiring advisor talent.
No certification list or costs were provided for this posting.
FAMILY OFFICE - CLIENT SERVICE ASSOCIATEBrightonjonesSeattle, WA About This Position Join our purpose-driven team at Brightonjones as a Client Service Associate in the Family Office division. As part of the Client Service team, you will collaborate closely with lead advisors to ensure clients and prospective clients receive top-notch service and an exceptional client experience. You will engage directly with Family Office and Multi-Family Office clients, attend select client meetings, exercise sound judgment, discretion, and independent decision-making while handling highly confidential household and financial information. Responsibilities Analyze complex situations and make recommendations to advance our clients’ goals Determine appropriate courses of action that align with our clients' needs Deliver a remarkable client experience through exceptional organizational, problem-solving, and detail-oriented skills Attend select client meetings as needed Skills & Qualifications Exceptional organizational, problem-solving, and detail-oriented skills Sound judgment, discretion, and independent decision-making abilities Ability to handle highly confidential household and financial information with care Strong client service experience in a financial advisory setting preferred Excellent communication and interpersonal skills for direct engagement with clients Why Join Brightonjones At Brightonjones, we are committed to helping individuals live richer lives by aligning wealth, passion, and purpose. With 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact, our culture of continuous growth, collaboration, and community is recognized nationwide. We lead the industry in providing a dynamic, team-based approach with over $30 billion in assets under advisement and 300+ teammates nationwide. Ready to Apply? To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Take our Values in Action Self-Assessment to see how our values align!
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