About this role
Senior Client Services Specialist, Family Office at Aldrich Wealth LP. Location: Lake Oswego 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/operations experience in wealth management supporting high-net-worth clients; Charles Schwab custodial experience; knowledge of account registrations, investment products, alternative investment operations, CRM/portfolio systems; Microsoft Office proficiency; strong communication and organization. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Charles Schwab Advisor Center Commitment: Full Time Workplace: Hybrid Languages: English