Senior Client Success & Onboarding Specialist

Aldrich; Carlsbad (CA); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health Insurance Benefits

401(k) plan with matching

4 weeks of vacation

Paid Parental Leave

Job summary

Aldrich is seeking a Client Services Specialist or Senior Client Services Specialist in Carlsbad, California. This client-facing role focuses on delivering exceptional service and support to clients while ensuring efficiency and professionalism.

The ideal candidate should have strong communication skills and at least 3 years of experience in financial services. Aldrich offers a comprehensive benefits package, including health insurance and a 401(k) plan with matching. This position allows for a hybrid work model with at least 2 days in the office each week.

Qualifications

• Minimum 3 years of experience in a similar role at a financial services firm.
• Experience working with RIA Custodians.
• Broad knowledge of wealth management.

Responsibilities

• Deliver exceptional client service and support.
• Coordinate new client onboarding and maintain client records.
• Execute service needs for Schwab brokerage accounts.

Skills

Strong communication skills

Proactive problem-solving

Time management

Microsoft Office skills

Knowledge of Investment Advisory practices

Education

Bachelor’s degree in Finance, Business, or related degree

Tools

Salentica Engage (CRM)

Tamarac (Portfolio Management)

Job description

Aldrich is seeking a Client Services Specialist or Senior Client Services Specialist in Carlsbad, California. This client-facing role focuses on delivering exceptional service and support to clients while ensuring efficiency and professionalism.

The ideal candidate should have strong communication skills and at least 3 years of experience in financial services. Aldrich offers a comprehensive benefits package, including health insurance and a 401(k) plan with matching. This position allows for a hybrid work model with at least 2 days in the office each week.