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

Lake Oswego, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

29 Sep, 26

Salary

105000.0

Posted On

01 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Wealth Management Operations, Alternative Investment Operations, Account Onboarding, Custodial Service Requests, Trust Administration, KYC Documentation, CRM Administration, Portfolio Management Systems, Financial Reporting, Microsoft Office, Professional Communication

Industry

Professional Services

Description

Description We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office 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 Senior Client Services Specialist, Family Office plays a critical role in supporting complex client structures, alternative investments, custodial service requests, client onboarding, reporting workflows, billing and ongoing account maintenance. 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 $7 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/. You'll Get a Chance To Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab. Coordinate new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency. Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting. Partner closely with advisors and cross-functional teams—including trading, compliance, tax, and reporting—to deliver an exceptional client experience. Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support. Requirements What You Bring to the Team Required: 5+ years of client service, operations, or relationship support experience in wealth management, preferably within an RIA. Experience supporting high-net-worth or ultra-high-net-worth clients and partnering closely with advisors. Experience working with RIA custodians, preferably Charles Schwab, including account opening, maintenance, service requests, forms navigation, document handling, and custodial workflows. Strong working knowledge of account registrations, including trusts, IRAs, foundations, donor-advised funds, and entity accounts. Strong working knowledge of investment products, including stocks, bonds, mutual funds, managed accounts, and alternative investments. Experience supporting alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting. Experience using CRM and portfolio management systems to manage client accounts, workflows, and reporting. Proficiency with Microsoft Office core applications. Exceptional organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Excellent written and verbal communication skills. Preferred: Bachelor's degree in Finance, Business, or a related field. Experience with Charles Schwab Advisor Center. Family Office experience supporting trusts, foundations, entities, or multi-generational households. Experience with Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, or similar platforms. 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: Comprehensive Health Benefits and Retirement Savings: Medical, dental, and vision insurance Life and disability insurance Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits 401(k) plan with 1.5% match and 5% annual discretionary profit sharing Generous Time Off: 4 weeks of vacation and sick leave combined into a Paid Time-Off bank 10 Paid Holidays, including two Floating Holidays 16 Hours of Volunteer Time Paid Sabbaticals and Paid Parental Leave 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 exempt full-time position is $75,000-$105,000 + DOE. You may also be eligible to participate in a variable compensation program. 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 full-time position that may be based in one of our local offices, hybrid or fully remote in the following states: California, Oregon, and Washington. We will also accept applications from Idaho, Utah, Colorado, Missouri, Tennessee and Texas. 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

Manage day-to-day servicing for ultra-high-net-worth Family Office clients, including account opening, maintenance, and complex custodial requests. Coordinate onboarding and support alternative investment operations such as capital calls and KYC documentation.