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Client Experience Advisor (CEA) at Frazier & Deeter

Department: Tax

Compensation

$80,000 – $100,000/yr

Setup
Hybrid
Type
Full-time
Level
senior
Posted

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 while building relationships with clients and external advisors. It reports to the Family Office / Private Wealth Practice Leader, requires a bachelor's degree and at least five years of client-facing professional-services experience, and is a hybrid position with an $80,000–$100,000 USD salary range.

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