Director of Client Service

Parcion Private Wealth•Bellevue, WA

19d•Onsite

About The Position

Parcion Private Wealth partners with business owners and their families to unlock the true potential of their wealth. We help them take care of the people they love for generations, think bigger about what’s next, and keep more of what they’ve built for themselves, their families, and the causes they care about. We are a fast-growing, nationally recognized multi-family office committed to delivering legendary service and impact. Parcion is seeking a Director of Client Services to set, uphold, and continuously raise the standard for what exceptional client service looks like in a modern multi-family office. This role exists to ensure that “great service” is not subjective, uneven, or personality-dependent. The Director defines what world-class means at Parcion, builds systems that deliver it consistently, and leads by example through direct client engagement. This is a hands-on leadership role. The Director will carry a portion of client responsibilities alongside leading the Client Service team. Staying close to the work is intentional. It ensures decisions are informed by lived client experience, not theory, and that excellence is modeled, not merely expected. At Parcion, client service is not reactive support. It is anticipatory, precise, and deeply human. World-class service means: Clients feel known, not managed. Needs are addressed before they are voiced. Details are handled flawlessly and quietly. Every interaction builds trust, confidence, and ease. Complexity is absorbed by the firm so clients experience simplicity. The Director of Client Services is accountable for translating this philosophy into daily execution across people, process, and technology.

Requirements

5+ years of experience leading a client service or operations team within a multi-family office, UHNW RIA, or comparable wealth management environment.
Demonstrated success managing and developing client service professionals in a high-touch, high-expectation setting.
Direct experience supporting UHNW, multi-generational, and business-owner clients, with comfort serving as a primary client contact.
Proven ability to balance leadership responsibilities with hands-on client service execution.
Deep understanding of client onboarding, account administration, cash movement, and ongoing service workflows.
Strong operational and compliance awareness, with experience operating within an SEC-Registered Investment Adviser environment.
High degree of fluency with custody platforms, including Fidelity and Schwab.
Advanced proficiency with Salesforce as a CRM and system of record; ability to drive adoption, consistency, and data integrity.
Strong technology proficiency across Microsoft Office Suite and wealth management platforms.
Exceptional written and verbal communication skills, with the ability to explain complex processes and financial concepts clearly and confidently.
Strong analytical, problem-solving, and judgment skills, especially in client-facing or high-stakes situations.
Highly organized and detail-oriented, with a track record of managing multiple priorities in a fast-paced, service-driven environment.
Professional presence and emotional intelligence to interact with clients, advisors, and senior leadership with confidence and discretion.
Demonstrated ownership mindset and comfort operating in a growth-oriented, entrepreneurial culture.
Ability to work on-site from 7:30 AM – 4:00 PM Monday through Friday.
Full-time position / exempt status

Responsibilities

Set and uphold the standard for world-class client service across all client touchpoints, ensuring service is proactive, precise, and deeply human.
Serve as a primary point of contact for a defined group of clients, maintaining direct responsibility for onboarding, account administration, cash movement, technology tools, and ongoing service needs.
Deliver an exceptional client experience with meticulous attention to detail, absorbing complexity so clients experience simplicity.
Anticipate client needs and address issues before they escalate, serving as a senior escalation point when required.
Educate clients on account services, processes, and online tools with clarity and confidence.
Prepare and process ACH, wire, and check requests accurately and timely.
Research, resolve, and communicate client issues promptly, partnering with advisory teams as needed.
Support and participate in client meetings, events, and special projects as assigned.
Lead by example as a player-coach, remaining closely connected to the work performed by the Client Service team.
Manage projects and oversee the work of team members, ensuring quality, consistency, and accountability.
Model best-in-class client interactions and reinforce expectations for responsiveness, tone, and follow-through.
Support onboarding, training, and ongoing development of team members to build depth and resiliency.
Own and continuously improve client service workflows, including onboarding, account administration, and ongoing service.
Maintain and monitor internal databases and electronic records in accordance with firm policies and regulatory requirements.
Ensure accurate and consistent documentation of all client and operational activity within Salesforce.
Maintain, refine, and operationalize SOPs to ensure service excellence is repeatable and scalable.
Identify friction points in client and internal workflows and drive solutions that improve efficiency and experience.
Partner with Compliance to ensure operational excellence and risk management reinforce one another.
Provide cross-functional support across Operations, Advisory, Compliance, and Technology teams to ensure a seamless client experience.
Translate frontline client insights into actionable improvements across people, process, and technology.
Contribute to firmwide initiatives focused on growth, client experience enhancement, and operational scalability.
Participate in strategic client development efforts, COI engagement, and family office network expansion as appropriate.
Demonstrate strong working knowledge of custody platforms, including Fidelity and Schwab.
Leverage Salesforce as a core system of record for client and operational activity.
Develop and maintain technical fluency across firm systems to support both clients and internal teams.

Benefits

Competitive salary and incentive bonus structure
Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
401(k): 100% company match up to 3% of your annual pay
Paid Time Off: Starting at 15 days per year, with PTO accrual program
Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs
Parking available
Wellness reimbursement
Regular team off-sites, events, including an annual team retreat
Access to Parcion Family Office Network vendors and preferred pricing discounts