Senior Client Services Specialist, Family Office

Aldrich; Carlsbad (CA); Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with 1.5% match

4 weeks of vacation

Job summary

Aldrich seeks a Senior Client Services Specialist for its Family Office division in Carlsbad, California. The ideal candidate has over 5 years of wealth management experience, excels in client service, and has proficiency with RIA custodians like Charles Schwab. In this role, you will manage client accounts, coordinate onboarding, and support alternative investment operations.

You will work closely with advisors to deliver exceptional client experiences while contributing to workflow improvements. This full-time position offers a competitive salary and extensive benefits.

Qualifications

• 5+ years of client service experience in wealth management, preferably within an RIA.
• Experience supporting high-net-worth clients and partnering closely with advisors.
• Proficiency in Microsoft Office core applications.

Responsibilities

• Manage day-to-day servicing of Family Office client accounts.
• Coordinate new client onboarding and regulatory disclosures.
• Support alternative investment operations and documentation.

Skills

Attention to detail

Client service experience

Communication skills

Organizational skills

Education

Bachelor's degree in Finance or Business

Tools

CRM systems

Microsoft Office

Charles Schwab Advisor Center

Job description

Description

We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family Office division. In this role, you will support ultra-high-net-worth (UHNW) client relationships by delivering accurate, timely, and high-touch operational service in partnership with advisors and senior team members. The Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance. The ideal candidate demonstrates strong attention to detail, professionalism in client communications, and the ability to support multiple priorities in a fast-paced environment.

You'll Get a Chance To

• Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab.
• Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management.
• Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency.
• Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
• Partner closely with advisors and cross-functional teams—including trading, compliance, tax, and reporting—to deliver an exceptional client experience.
• Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.

Requirements

What You Bring to the Team

Required:

• 5+ years of client service, operations, or relationship support experience in wealth management, preferably within an RIA.
• Experience supporting high-net-worth or ultra-high-net-worth clients and partnering closely with advisors.
• Experience working with RIA custodians, preferably Charles Schwab, including account opening, maintenance, service requests, forms navigation, document handling, and custodial workflows.
• Strong working knowledge of account registrations, including trusts, IRAs, foundations, donor-advised funds, and entity accounts.
• Strong working knowledge of investment products, including stocks, bonds, mutual funds, managed accounts, and alternative investments.
• Experience supporting alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
• Experience using CRM and portfolio management systems to manage client accounts, workflows, and reporting.
• Proficiency with Microsoft Office core applications.
• Exceptional organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Excellent written and verbal communication skills.

Preferred:

• Bachelor's degree in Finance, Business, or a related field.
• Experience with Charles Schwab Advisor Center.
• Family Office experience supporting trusts, foundations, entities, or multi-generational households.
• Experience with Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, or similar platforms.

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

Comprehensive Health Benefits and Retirement Savings

• Medical, dental, and vision insurance
• Life and disability insurance
• Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits
• 401(k) plan with 1.5% match and 5% annual discretionary profit sharing

Generous Time Off

• 4 weeks of vacation and sick leave combined into a Paid Time-Off bank
• 10 Paid Holidays, including two Floating Holidays
• 16 Hours of Volunteer Time
• Paid Sabbaticals and Paid Parental Leave

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the exempt full-time position is $75,000-$105,000 + DOE. You may also be eligible to participate in a variable compensation program.

What You Should Know

This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a full-time position that may be based in one of our local offices, hybrid or fully remote in the following states: California, Oregon, and Washington. We will also accept applications from Idaho, Utah, Colorado, Missouri, Tennessee and Texas.

Candidates must be legally authorized to work in the United States without the need for employer sponsorship.