Client Partner

The Client Partner serves as the primary client service contact for complex, high-touch Custom and Single-Family Office relationships and is accountable for the end-to-end delivery of client service, account administration, executive administrative support, personal assistance, travel coordination, and complex projects. Building on the full scope and competencies of the Senior Client Manager role, the Client Partner operates with a high degree of autonomy, applies advanced judgment to sensitive and nonstandard matters, anticipates risks and dependencies, and coordinates highly customized solutions across internal teams and external professional and personal-service providers. 

KEY RESPONSIBILITIES  

· Own client service delivery for complex, high-touch, or multi-entity relationships, including account administration, banking, bill pay, reporting, risk-management-related requests, and sensitive client matters.

· Lead complex account openings, closings, transfers, money movement, beneficiary transitions, and maintenance, ensuring appropriate documentation, approvals, risk assessment, and stakeholder communication.

· Direct client meeting preparation and follow-through, ensuring accurate materials, clear ownership of action items, timely resolution of open matters, and complete CRM documentation.

· Lead cross-functional execution with Advisors and Compliance, Operations, Planning, Tax, and Finance teams; resolve competing priorities and escalate material risks with clear recommendations.

· Independently manage complex coordination with accountants, attorneys, trustees, insurance professionals, bankers, brokerage firms, real estate professionals, and other external partners.

· Lead special client initiatives by establishing execution plans, aligning stakeholders, managing dependencies and deadlines, and remaining accountable for delivery.

· Serve as an escalation and knowledge resource for Client Managers and Senior Client Managers; guide and train colleagues on procedures, documentation, problem solving, and best practices.

· Lead the development and adoption of workflow improvements, stronger controls, and consistent service standards across the team.

· Provide high-level executive administrative support, including complex calendar management, meeting coordination, correspondence, document preparation, information organization, and proactive follow-up on commitments and priorities.

· Coordinate personal assistance and concierge requests with discretion and sound judgment, including household and property matters, art collection administration, vendor relationships, and other specialized family office needs.

· Plan and coordinate complex domestic and international travel, including itineraries, transportation, lodging, scheduling, documentation, contingency planning, and communication with travelers and service providers.

· Lead complex operational, administrative, and family office projects from planning through completion by defining scope, workstreams, milestones, owners, dependencies, risks, budgets or resources as applicable, and status reporting.

· Maintain confidentiality and appropriate controls when handling sensitive financial, personal, travel, household, and family information.

ROLE SCOPE AND WORKING RELATIONSHIPS

• Direct Reports: No direct reports; the Client Partner provides functional guidance across the client service team.
• Decision-making responsibility: Independently makes client-service, operational, administrative, travel, and project decisions within established authority levels, including decisions involving complex, sensitive, or nonstandard circumstances. Assesses risk, determines when escalation is required, and provides recommendations to Advisors and leadership.
• Key internal partner(s): Lead Advisors; Client Service leaders; Client Managers and Senior Client Managers; Compliance, Operations, Planning, Tax, Finance, and Center of Excellence teams
• Key external relationship(s): CPAs, attorneys, trustees, insurance professionals, bankers, brokerage firms, real estate professionals, personal assistants, household and property vendors, travel providers, and other client representatives 
• Primary systems/tools: CRM platforms, custodial platforms (Schwab, Fidelity, and others); Microsoft Office; calendar,  travel-planning, document-management, and project-tracking tools
• Travel Requirements: As needed to support client relationships, projects, and travel coordination

Required Qualifications

· Substantial relevant experience supporting ultra-high-net-worth families in client service, wealth management, banking, trust, brokerage, family office, executive support, or a comparable professional-services environment, including demonstrated ownership of complex relationships and nonstandard matters.

· Advanced interpersonal, critical-thinking, problem-solving, and multitasking skills, with the ability to anticipate needs, assess risk, resolve competing priorities, and communicate recommendations effectively.

· Proven ability to lead execution across Advisors, custodians, accountants, attorneys, trustees, internal teams, personal representatives, vendors, and other external service providers with minimal guidance.

· Strong knowledge of account types, account-opening and maintenance requirements, contributions and distributions, money movement, beneficiary transitions, and related documentation and controls.

· Demonstrated experience providing executive administrative support, coordinating complex travel and personal-assistance requests, and managing projects involving multiple stakeholders, deadlines, dependencies, and sensitive information.

· Exceptional organizational skills, attention to detail, follow-through, and ability to manage changing priorities in a highly responsive client-service environment.

· Proficiency with CRM, portfolio-reporting, document-management, travel-planning, project-tracking, calendar, and Microsoft Office applications.

· Consistently demonstrates independent judgment, discretion, accountability, and a commitment to confidentiality, responsiveness, accuracy, and client service excellence. 

Preferred Qualifications 

· Bachelor’s degree in business, finance, accounting, economics, or a related field.

Work and Physical Requirements

• Work environment: Hybrid 
• Physical requirements: Ability to perform the essential functions of a professional office-based role, with or without reasonable   accommodation.
• Cognitive / communication requirements: Sustained attention to detail; ability to analyze information, exercise advanced judgment, manage multiple   sensitive and competing priorities, and communicate clearly with clients, executives, colleagues, and external providers.

Performance Expectations

· Demonstrates comprehensive command of account-opening, maintenance, transfer, and money-movement procedures, including complex and nonstandard scenarios; ensures complete, accurate, and well-controlled execution.

· Independently researches and resolves complex issues, evaluates alternatives and risk, determines when escalation is required, and provides clear recommendations to Advisors and leadership.

· Applies strong knowledge of account structures, contributions, distributions, Required Minimum Distributions, beneficiary transitions, relevant tax and estate-planning considerations, and investment products and strategies.

· Owns the client experience for assigned relationships through proactive communication, anticipation of needs, effective management of sensitive issues, and timely resolution of escalations.

· Leads multiple complex priorities and initiatives, aligns internal and external stakeholders, and remains accountable for quality, timing, documentation, and outcomes.

· Provides functional leadership by sharing expertise, reviewing complex work as appropriate, and promoting consistent best practices.

· Leads implementation of workflow, control, and service improvements and supports adoption across the team.

· Provides seamless executive administrative support by anticipating scheduling, meeting, correspondence, document, and follow-up needs and protecting client time and priorities.

· Manages personal-assistance, concierge, vendor, property, and specialized family office requests discreetly, accurately, and with appropriate documentation and controls.

· Coordinates complex travel logistics and contingency plans with accuracy, responsiveness, and minimal disruption to client schedules.

· Applies disciplined project-management practices to define outcomes, organize work, track milestones and dependencies, communicate status, mitigate risks, and deliver projects to completion. 

General Statement

This job description summarizes the primary duties and requirements of the position. It is not intended to be an exhaustive list of every responsibility or task. Responsibilities may be adjusted based on business needs, consistent with applicable law. Nothing in this job description creates a contract of employment or changes the at-will employment relationship where applicable.

About Clearstead

Clearstead is a financial advisory firm serving wealthy families and leading institutions. Our mission is to enable wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves. 

We fulfill our mission by creating a unified investment framework for our clients and integrating financial planning, tax planning and compliance, trust administration services with investment management to address complex financial situations.