Family Office Client Partner — UHNW Service Lead

Clearstead Advisors LLC; Seattle (WA); On-site; USD 120,000 - 180,000; Full time

Job summary

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.

Qualifications

• Bachelor's degree in business, finance, accounting, economics, or related field.
• Experience supporting ultra-high-net-worth families and coordinating complex financial, administrative, and lifestyle-management needs.
• Proven ability coordinating with advisors, custodians, accountants, attorneys, trustees, and other external service providers.
• Proficiency with CRM, portfolio reporting, document-management, and Microsoft Office applications.
• Exceptional communication, organization, and problem-solving skills in a high-touch client environment.
• Commitment to confidentiality, discretion, responsiveness and client service excellence.

Responsibilities

• Serve as primary client service contact for family office relationships and operational requests.
• Coordinate a broad range of financial services, including reporting and risk-management related requests.
• Lead client projects from planning through execution, coordinating stakeholders, tracking progress, and ensuring successful completion.
• Manage multiple concurrent priorities with timely execution of client requests and initiatives.
• Maintain client information within CRM and reporting systems.
• Ensure compliance with applicable regulations and firm standards.

Skills

Client relationship management

Project coordination

CRM proficiency

Microsoft Office Suite

Communication skills

Discretion & confidentiality

Education

Bachelor's degree in business, finance, accounting, economics, or related field

Tools

CRM systems

Portfolio reporting software

Document management systems

Job description

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.