Family Office Client Partner — UHNW Service Lead
clearstead advisorsSeattle, WA
yesterday
Occupations
Personal Service Managers, All OtherMarriage and Family TherapistsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelAbout the role
Clearstead is seeking a Client Partner (Family Office) to serve as the primary client service contact for Custom and Single-Family Office relationships in Seattle. You will oversee operational support and coordinate a broad range of family office services with internal teams and external partners.
In this high-touch role, you will own client projects from planning to execution, ensure timely delivery, and maintain confidential client information.
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JOB OVERVIEW
Experience level
Senior
Location
Seattle, WA
Occupation
Personal Service Managers, All Other
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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