Aldrich
California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
Senior Client Services Specialist, Family Office
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Apply to Senior Client Services Specialist, Family Office at AldrichJob details
- Location
- California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
- Work type
- Hybrid
- Compensation
- $75,000 - $105,000/yr
- Posted
- Jun 30, 2026
- Apply on
- recruiting.paylocity.com
About this role
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.
What you'll do at Aldrich:
- servicing accounts
- coordinating onboarding
- executing transactions
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