Aldrich Wealth LP
Lake Oswego or 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 Aldrich Wealth LPJob details
- Location
- Lake Oswego or 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/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.
What you'll do at Aldrich Wealth LP:
- managing accounts
- coordinating onboarding
- executing transactions
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