Description
Frazier & Deeter is hiring a Client Experience Advisor to serve as the primary point of contact for ultra-high-net-worth individuals, families, and family offices. The role coordinates client onboarding, service delivery, meetings, communications, stakeholder communication, deadlines, and complex client initiatives; acts as an internal advocate for client needs; and routes planning opportunities and concerns to appropriate professionals. The position reports to the Family Office / Private Wealth Practice Leader, requires a bachelor's degree and at least five years of client-facing experience in professional services, wealth management, family office services, trust administration, private banking, or a related field, and is a hybrid role.
