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Hybrid Senior Client Services Specialist—Family Office

Job in Lake Oswego, Clackamas County, Oregon, 97034, USA
Listing for: Aldrich
Full Time position
Listed on 2026-07-05
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 75000 - 105000 USD Yearly USD 75000.00 105000.00 YEAR
Job Description & How to Apply Below

Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client accounts, execute transactions, and support complex customer requests. The ideal candidate has experience in client service within wealth management, especially with high-net-worth clients, and proficiency with investment products.

Offering a robust benefits package and a salary range of $75,000-$105,000, this position emphasizes the importance of exceptional communication and organizational skills. Join Aldrich in providing meaningful financial services!

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Position Requirements
10+ Years work experience
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