Hybrid Senior Client Services Specialist—Family Office
Listed on 2026-10-07
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Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
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!
We invite applications for the Hybrid Senior Client Services Specialist—Family Office position located in Lake Oswego, OR, United States.
Learn more about the Hybrid Senior Client Services Specialist—Family Office role in the description above.
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