Hybrid Senior Client Services Specialist—Family Office

Aldrich; Lake Oswego (OR); Ibrido; USD 75.000 - 105.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive health benefits

401(k) plan with match

Generous time off

Paid sabbaticals and parental leave

Descrizione del lavoro

Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client accounts, execute transactions, and support complex customer requests. The ideal candidate has experience in client service within wealth management, especially with high-net-worth clients, and proficiency with investment products.

Offering a robust benefits package and a salary range of $75,000-$105,000, this position emphasizes the importance of exceptional communication and organizational skills. Join Aldrich in providing meaningful financial services!

Competenze

• 5+ years of experience in client service, operations, or relationship support in wealth management.
• Experience with high-net-worth clients and RIA custodians like Charles Schwab.
• Strong knowledge of investment products and alternative investment operations.

Mansioni

• Manage day-to-day servicing of Family Office client accounts.
• Coordinate new client onboarding including account setup and document management.
• Execute client transactions with accuracy and urgency.

Conoscenze

Client service experience

Attention to detail

Communication skills

Proficiency in Microsoft Office

Formazione

Bachelor's degree in Finance, Business, or related field

Strumenti

CRM systems

Charles Schwab Advisor Center

Descrizione del lavoro

Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client accounts, execute transactions, and support complex customer requests. The ideal candidate has experience in client service within wealth management, especially with high-net-worth clients, and proficiency with investment products.

Offering a robust benefits package and a salary range of $75,000-$105,000, this position emphasizes the importance of exceptional communication and organizational skills. Join Aldrich in providing meaningful financial services!