Client Services Specialist, Family Office at Aldrich CPAs & Advisors LLP

Carlsbad, California, United States -

Full Time

Start Date

Immediate

Expiry Date

15 May, 26

Salary

90000.0

Posted On

14 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Operational Support, UHNW Client Support, Brokerage Account Service, Alternative Investments Administration, Capital Call Processing, Performance Reporting, Billing Reconciliation, Cash Movement Coordination, CRM Systems, Time Management, Cross-functional Collaboration, Professional Communication, Attention To Detail, Schwab Custodian, Addepar

Industry

Professional Services

Description

Description We are seeking a professional and detail-oriented Client Services Specialist to join our Family Office division. In this role, you will support ultra-high-net-worth (UHNW) client relationships by delivering accurate, timely, and high-touch operational service in partnership with advisors and senior team members. The Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, reporting, and billing processes. The ideal candidate demonstrates strong attention to detail, professionalism in client communications, and the ability to support multiple priorities in a fast-paced environment. Why Aldrich Wealth Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets. Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow. Check out more about Aldrich at https://wealthadvisors.com/. Requirements You'll Get a Chance To Support client service and operational needs for UHNW Family Office households in partnership with advisors and senior Client Services team members. Execute Schwab brokerage account service and maintenance, including complex account registrations. Coordinate new client onboarding, including custodial paperwork, account setup, ADV delivery, and welcome procedures. Assist with alternative investment administration, including capital call processing, distribution tracking, document coordination, and portal monitoring (e.g.,iCapital, CAIS) Support security setup and data maintenance in Tamarac, Addepar, and CRM systems Prepare and validate data for performance reporting and client deliverables prior to senior review. Assist with quarterly billing data gathering and reconciliation processes Coordinate client requests related to cash movements, tax payments, foundation activity, and third-party invoices under direction of advisors. Maintain client and account records in portfolio management, CRM, and document management systems. Track workflow tasks and ensure timely completion of recurring and ad hoc service actions. Collaborate cross-functionally with trading, compliance, tax, and administrative teams to support accurate and efficient service delivery. Provide responsive, professional communication to clients and internal partners. What You Bring to the Team Required: Minimum 3 years of experience in a similar role at a financial services firm Experience with Alternative investments, SMAs, and Addepar Experience supporting UHNW clients Experience with Charles Schwab (Custodian) and utilizing CRM Strong Microsoft Office skills (Word, Excel, and PowerPoint) Strong knowledge of Investment Advisory practices, processes, and an understanding of wealth management Skilled in time management and willingly sharing Team responsibilities; sharing workflow and projects as appropriate Ability to manage multiple priorities and meet deadlines in a fast-paced environment Preferred: Bachelor’s degree in Finance, Business, or related degree from an accredited college or university How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes: Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals. This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the non-exempt full-time position is $36.05-$43.26 per hour ( approx. $75,000-$90,000 annual salary). For a full summary of our benefit offerings, check out Life at Aldrich here. What You Should Know This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 2 days per week. Candidates must be legally authorized to work in the United States without the need for employer sponsorship. To Apply Please submit your resume and cover letter (optional). We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes. #LI-HYBRID

Responsibilities

This role supports ultra-high-net-worth (UHNW) client relationships by delivering accurate, timely, and high-touch operational service in partnership with advisors and senior team members. Key duties include executing brokerage account maintenance, coordinating new client onboarding, and assisting with alternative investment administration and reporting processes.