Brighton Jones · 7 hours ago
Client Service Operations Manager
Seattle, WA
Full-time
Onsite
Mid, Senior Level
$100K/yr - $130K/yr
5+ years expBrighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. The Client Service Operations Manager role focuses on equipping client-facing teams with the necessary tools, processes, and training to enhance client experiences and operational efficiency.
Financial Services
No H1B
Responsibilities
Develop and maintain clear, actionable training content and resources (playbooks, SOPs, SharePoint pages, newsletters) to support new tools, process updates, and workflow improvements
Deliver engaging, role-specific training sessions that drive adoption and confidence
Convert workflow and process decisions into concise documentation and practical training materials
Act as a change champion for new tools, processes, and service models impacting client-facing teams
Develop communication plans and training strategies to support adoption of firm-wide initiatives
Partner with cross-functional stakeholders to sequence change thoughtfully and minimize disruption
Facilitate feedback loops between frontline teams and leadership to ensure continuous improvement
Monitor adoption metrics and feedback to identify resistance points and adjust rollout plans
Identify pain points and lead discovery sessions to provide targeted enablement or process improvement feedback to the Sr. CS Operations Manager
Track enablement KPIs to measure training effectiveness, technology adoption, and impact on client experience
Partner with Sr. CS Operations Manager to develop clear documentation and training and facilitate feedback loops
Collaborate with PCFO Leadership, Operations, Compliance, and Technology teams to ensure alignment
Serve as resource and coach for PCFO team members navigating change
Collaborate with Learning & Development to inform process changes and content that needs to be incorporated in firmwide evergreen programs
Qualification
Required
5+ years in wealth management operations, client service, or enablement roles
Bachelor's degree required
Familiarity with RIA business model and regulatory environment
Ability to translate technical capabilities into practical workflows for client-facing teams
Ability to manage multiple enablement initiatives, prioritize effectively, and deliver accurate, consistent training and documentation on time
Excellent verbal and written communication
Strong documentation skills and a systems mindset—able to turn tribal knowledge into repeatable, scalable practice
Collaborative and cross-functional by nature; able to work across teams to solve problems and build alignment
Strong communicator who can influence without authority and bring structure to ambiguity
High ownership mindset with a focus on execution, team experience, and quality outcomes
Preferred
Finance, Economics, Business, or related field preferred
Benefits
Health care benefits (medical/dental/vision)
Retirement benefits
Paid time off (PTO)
Holiday flex-days
Summer flex-days
Company-paid holidays
Parental leave
Transportation benefits
Unlimited volunteer time off
Professional and personal wellbeing stipend
Other fringe benefits
Company
Brighton Jones
Brighton Jones is an investment advisory and financial planning firm headquartered in Seattle.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jon Jones
CEO and Co-Founder
Charles Brighton
Co-Founder
Recent News
2026-01-13
Company data provided by crunchbase