Director of Client Service

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 theylove for generations, think bigger aboutwhat’snext, and keep more of whatthey’vebuiltfor themselves, their families, and the causes they care about.

We are a fast-growing, nationally recognized multi-family office committed to deliveringlegendaryservice and impact.

Parcionis 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 willcarryaportionof 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.

AtParcion, client service is notreactivesupport. 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 thefirmso clients experience simplicity.

The Director of Client Service sis accountable for translating this philosophy into daily execution across people,process, and technology.

This position includes, but is not limited to, the following responsibilities:

Client Experience & Service Delivery

• 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 andtimely.

• Research, resolve, and communicate client issues promptly, partnering with advisory teams as needed.

• Support andparticipatein client meetings, events, and special projects as assigned.

Team Leadership & Execution

• 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.

Operational Excellence & Process Improvement

• Own and continuously improve client service workflows, including onboarding, account administration, and ongoing service.

• Maintain andmonitorinternal databases and electronic recordsin accordance withfirm policies and regulatory requirements.

• Ensureaccurateand consistent documentation of all client and operationalactivitywithin 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.

Cross-Functional Partnership & Growth

• 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.

Systems & Platform Expertise

• 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 andmaintaintechnical fluency across firm systems to support both clients and internal teams.

• 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…