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© All Rights Reserved. ApplyBlast.com
Clearstead
The Client Service Lead provides hands-on leadership and operational oversight to the client service team, ensuring continuity of service and strong day-to-day execution. This role supports the Client Service Relationship Manager by coaching associates, managing key workflows, and fostering a client-first culture. The position involves overseeing onboarding, account maintenance, and custodial coordination while maintaining high standards of compliance and data integrity.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Clearstead.
Clearstead didn’t post a salary, so this is our estimate from similar listings.
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