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Hybrid Senior Client Services Specialist—Family Office
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-07-08
Listing for:
Aldrich Wealth LP
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
Aldrich Wealth LP is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This role supports ultra-high-net-worth clients by delivering operational service in partnership with advisors. The ideal candidate has 5+ years of client service experience, proficiency with custodians like Charles Schwab, and the ability to manage multiple priorities in a fast-paced environment.
Aldrich offers a robust benefits package including comprehensive health insurance, 401(k) matching, and generous time off.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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