Senior Client Services Specialist, Family Office
Compensation
$75k – $105k /yr
Employment type
Full-time
Work setting
On-site
Location
Salem, OR
Schedule
Day shift
Posted
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Job overview
The Senior Client Services Specialist, Family Office is an onsite role based in Salem, OR, with a salary range of $75,000–$105,000 per year. This position supports the Family Office division of Aldrich, an independent registered investment advisor, by delivering high-touch operational service to ultra-high-net-worth clients. The role exists to manage complex client structures, alternative investments, and custodial service requests. It contributes to the firm's goals by ensuring accurate reporting, seamless onboarding, and exceptional client experiences through close partnership with advisors and cross-functional teams.
What we're looking for
- Skills & competencies
- full-timeday shiftsalem orwealth managementclient servicesfamily officeriaonsitefinancial services$75k-$105k/yrno on-call
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, life and disability insurance, 401(k) with match, profit sharing, paid time off, paid holidays, volunteer time, paid sabbaticals, paid parental leave.
About the employer
Aldrich is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
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Listing ID: 0bbb46a2-0bbf-4175-acfa-ea1ce5532b5f