Senior Client Services Specialist, Family Office
Compensation
$75k – $105k /yr
Employment type
Full-time
Work setting
On-site
Location
Lake Oswego, OR
Schedule
Day shift
Posted
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Job overview
Compensation is $75,000–$105,000 per year. The Senior Client Services Specialist, Family Office is an onsite role based in Lake Oswego, OR. in the posting, and this role supports the Family Office division by delivering high-touch operational service to ultra-high-net-worth clients. This role exists to manage complex client structures, alternative investments, and custodial service requests. It contributes to the firm's goals by ensuring accurate, timely, and professional service in partnership with advisors and cross-functional teams.
What we're looking for
- Skills & competencies
- full-timeday shiftlake oswego orwealth managementfamily officeclient servicesonsitefinanceriauhnwno on-callno travel
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, and vision insurance, 401(k) with 1.5% match, 5% annual discretionary profit sharing, 4 weeks PTO, 10 paid holidays, 16 hours volunteer time, paid sabbaticals, and 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: 3ab04d0c-b3f2-47d4-bbb6-df11b21bddc0