About 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.

Matching similar jobs

JOB OVERVIEW

Experience level

Senior

Location

Seattle, WA

Occupation

Personal Service Managers, All Other

Industry

Portfolio Management and Investment Advice

Posted

yesterday

Tired of running searches?

Rank the roles you'd take once, and matches like these arrive on their own.

CREATE PROFILE