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Senior UHNW Family Office Client Services Lead
Remote / Online - Candidates ideally in
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listed on 2026-08-08
Lake Oswego, Clackamas County, Oregon, 97034, USA
Listing for:
Socket.dev
Full Time, Remote/Work from Home
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Aldrich Wealth is seeking a Senior Client Services Specialist, Family Office to support UHNW client relationships with high-touch service. You will collaborate with advisors and the team on onboarding, custodial requests, reporting, and complex account maintenance.
Ideal candidates bring extensive wealth-management client servicing experience, strong detail orientation, and ability to manage multiple priorities in a fast-paced environment. Hybrid/remote work options available in multiple states.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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