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.
#J-18808-LjbffrFamily Office Client Partner — UHNW Service Lead in seattle at Unknown Company
This position is listed as full time and onsite.