Client Service Operations Manager
Brighton Jones(4 days ago)
About this role
The Client Service Operations Manager at Brighton Jones is an individual contributor who supports client-facing teams by enabling scalable, consistent client experiences across the firm. The role sits at the intersection of technology and operations, focused on enablement, change management, and maintaining firmwide playbooks and knowledge. This position reports to the Senior Director, Client Experience Operations and contributes to firm growth and operational consistency.
Required Skills
- Training Content
- Playbooks
- SOPs
- Change Management
- Communication Plans
- Process Optimization
- KPI Tracking
- Cross-Functional Collaboration
- Documentation
- Technology Adoption
+2 more
Qualifications
- Bachelor's Degree
About Brighton Jones
brightonjones.comBrighton Jones is a wealth management and financial planning firm that provides fiduciary advice and integrated financial services to individuals, families, entrepreneurs, and foundations. They combine investment management with tax-aware planning, estate and retirement strategies, and family-office-style coordination delivered by a multidisciplinary team and financial coaches. The firm emphasizes long-term, personalized planning, transparency, and technology-enabled service to help clients navigate complex financial lives.
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