Senior Client Manager
Clearstead Advisors LLC is hiring for Senior Client Manager in Seattle, WA. Senior level. First seen October 17, 2026; open as of November 7, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Clearstead Advisors LLC
- Where
- Seattle, WA
- Level
- Senior
- First seen
- October 17, 2026
- Listed via
- Paylocity
What the posting says
POSITION RESPONSIBILITIES •Act as the client’s primary point of contact for all operational and administrative tasks, and serve as liaison between clients, custodians and other partners •Provide operational and administrative support to Associate Advisors and Lead Advisors •Organize, track and lead team projects, seeing them through to successful completion •Provide support across a diverse suite of services and coordinate with third parties including but not limited to brokerage firms, banks, accountants, insurance agents, attorneys, trustees, and real estate agents •Schedule and coordinate…
Read more and apply on Clearstead Advisors LLC's site
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