UHNW Client Services & Portfolio Specialist

Aspiriant Llc; Austin (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) with company match

Continuing education assistance

Health insurance

Job summary

Aspiriant Llc is seeking a Portfolio Administrator to join our Client Service Operations Team in Austin. You will work directly with Wealth Managers to implement and maintain client portfolios and handle client requests with superb service.

The ideal candidate has strong communication, organization, and attention to detail, plus experience in financial services. You will monitor email and workflow queues, process transfers, and generate reports while building long-term client relationships.

Qualifications

• Bachelor’s degree or equivalent in business, accounting, finance, economics, or related field
• Minimum of 5 years of experience in client service; financial services or an investment management firm a plus
• Team lead or people management experience a plus
• Single and Multi-Family Office Experience is preferred
• Experience with Private Investments is preferred

Responsibilities

• Answer high-volume client and Wealth Manager requests promptly and professionally
• Monitor a joint email inbox and Business Process workflow queue
• Assist UHNW clients with complex portfolio needs
• Take ownership of tasks from start to finish
• Communicate effectively with teammates and clients throughout the day
• Establish accounts and process transfers from custodians
• Assist in client account maintenance and reporting
• Generate and review quarterly reports and investment bills
• Build and maintain relationships across the firm
• Troubleshoot and resolve complex issues with custodians

Skills

Word & Excel

Excellent communicator

Highly organized

Attention to detail

Team collaboration

Education

Bachelor’s degree or equivalent

Finance/Economics background

5+ years client service experience

Tools

Black Diamond

Salesforce

MS Office

Job description

Aspiriant Llc is seeking a Portfolio Administrator to join our Client Service Operations Team in Austin. You will work directly with Wealth Managers to implement and maintain client portfolios and handle client requests with superb service.

The ideal candidate has strong communication, organization, and attention to detail, plus experience in financial services. You will monitor email and workflow queues, process transfers, and generate reports while building long-term client relationships.