About this role
Senior Client Services Specialist, Family Office at Aldrich. Location: California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas. Role: servicing accounts, coordinating onboarding, executing transactions Requirements: 5+ years client service or operations experience in wealth management supporting HNW/UHNW clients; experience with RIA custodians (Charles Schwab), account administration, alternative investment operations, CRM/portfolio systems, and Microsoft Office; strong communication and organization. Category: Finance and Accounting Seniority: Senior Level Tools: Charles Schwab Advisor Center, CRM, Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe Commitment: Full Time Workplace: Hybrid Languages: English