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Hybrid Senior Client Services Specialist—Family Office
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-07-05
Listing for:
Aldrich
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Financial Services
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!
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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