Senior Family Office Client Services Lead

Aldrich Wealth; United States; Hybride; USD 75 000 - 105 000; Plein temps

Avantages offerts par ce poste

Medical/Dental/Vision

Life & Disability Insurance

401k with match

Paid time off

Holidays

Volunteer time

Sabbaticals & Parental Leave

Résumé du poste

Aldrich Wealth is seeking a Senior Client Services Specialist, Family Office to support UHNW client relationships through high-touch operational service in partnership with advisors and senior team members.

You will manage day-to-day servicing of Family Office accounts, onboarding, custodial requests, and reporting workflows, collaborating with custodians and cross-functional teams to deliver an exceptional client experience.

Qualifications

• 5+ years of client service or operations in wealth management
• Experience supporting UHNW clients and partnering with advisors
• Experience with RIA custodians, preferably Charles Schwab
• Knowledge of trusts, IRAs, foundations, donor-advised funds, and entity accounts
• Experience with CRM and portfolio management systems
• Proficiency with Microsoft Office applications
• Excellent written and verbal communication; strong organizational skills

Responsabilités

• Manage day-to-day servicing of Family Office client accounts, including onboarding and custodial requests
• Coordinate new client onboarding, disclosures, CRM and portfolio system administration
• Execute client transactions with accuracy and urgency
• Support alternative investment operations, including subscription docs, KYC, and reporting
• Partner with advisors and cross-functional teams to deliver an exceptional client experience
• Build relationships with clients, custodians, and internal partners; contribute to workflow improvements

Connaissances

Client service

Operations

Relationship support

UHNW experience

CRM systems

Microsoft Office

Attention to detail

Communication skills

Formation

Bachelor’s degree in Finance/Business or related field

Outils

Charles Schwab Advisor Center

Salesforce

Redtail

Salentica Engage

Microsoft Dynamics

Tamarac

Addepar

iCapital

CAIS

Description du poste

Aldrich Wealth is seeking a Senior Client Services Specialist, Family Office to support UHNW client relationships through high-touch operational service in partnership with advisors and senior team members.

You will manage day-to-day servicing of Family Office accounts, onboarding, custodial requests, and reporting workflows, collaborating with custodians and cross-functional teams to deliver an exceptional client experience.