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