Client Services Specialist/Senior Client Services Specialist

Why Aldrich Wealth

Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth.

You'll Get a Chance To

• Execute all service and operations needs for Schwab brokerage accounts including standard and complex new account opening, updating account features, and maintaining existing accounts.
• Care for new client onboarding including completion of custodial paperwork, delivery of ADV & related disclosures, and new client welcome procedures.
• Maintain client and account records in the Aldrich Wealth portfolio management, CRM, and Document management software.
• File client documents and records to the document management system.
• Responsible for client workflow actions including setting up and completing recurring actions as needed.
• Coordinate annual RMD calculation and distributions.
• Perform data exports and ad-hoc analysis utilizing spreadsheets and basic data queries/exports from portfolio management & CRM software.
• Adhere to existing processes and willing to constructively troubleshoot and adjust them as needed.
• Participate in training new Client Services team members.

What You Bring to the Team

• Minimum 3 years of experience in a similar role at a financial services firm.
• Strong Microsoft Office skills (Word, Excel, and PowerPoint).
• Experience working with RIA Custodians and utilizing a CRM.
• Broad knowledge of Investment Advisory practices, processes, and an understanding of wealth management.
• Skilled in time management and willing to share Team responsibilities; sharing workflow and projects as appropriate.

How We'll Reward You

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care.
• Retail Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing.
• Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave.
• Discretionary Incentive Compensation Program: subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

Pay and Benefits

A reasonable estimate of the current range for the non-exempt full-time position is $36.05-$45.67 per hour (approx. $75,000-$95,000 annual salary). Salary offered will be based on years of relevant experience and the finalized job title.

We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.