Family Office Client Partner — UHNW Service Lead
Family Office Client Partner — UHNW Service Lead
clearstead advisorsSeattle, WA
yesterday
Personal Service Managers, All OtherMarriage and Family TherapistsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Apply for this 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.
Also on the board Same function, level within a rung
Level
Senior
Location
Seattle, WA
Occupation
Personal Service Managers, All Other
Industry
Portfolio Management and Investment Advice
Posted
yesterday