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Senior Client Services & Onboarding Specialist
Job in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-07-09
Listing for:
Aldrich Wealth
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Aldrich Wealth is looking for a professional Client Services Specialist to provide exceptional support to clients. This role involves executing services for Schwab brokerage accounts, onboarding new clients, and maintaining thorough client records. The ideal candidate has strong communication skills and a proactive approach.
With a commitment to professional growth and well-being, Aldrich Wealth provides a supportive environment and a comprehensive benefits package including health insurance, 401(k) matching, and generous time-off policies.
This position is full-time with a hybrid work model, requiring at least 2 days in the office each week.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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