Client Partner, Family Office
Clearstead
- Salary
- $80k - $115k
- Location
- Seattle, Washington, United States
- Job type
- Full-time
About the role
Bachelor's degree in business, finance, accounting, economics or related field; experience supporting ultra-high-net-worth families; coordination with advisors and external providers; proficiency with CRM, portfolio reporting, document management, and Microsoft Office.
About Clearstead
Independent fiduciary financial advisory firm serving wealthy families and institutions with wealth management and investment consulting.
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