Senior Client Services Specialist, Family Office

About the role

The Senior Client Services Specialist, Family Office supports ultra-high-net-worth (UHNW) client relationships by delivering accurate, timely, and high-touch operational service in partnership with advisors and senior team members. Key responsibilities include managing day-to-day servicing of Family Office client accounts, coordinating new client onboarding, executing client transactions, supporting alternative investment operations, and building strong relationships with clients, custodians, and internal partners.

Responsibilities

• Manage day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab.
• Cook up new client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management.
• Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency.
• Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
• Partner closely with advisors and cross-functional teams—including trading, compliance, tax, and reporting—to deliver an exceptional client experience.

Requirements

• 5+ years of client service, operations, or relationship support experience in wealth management, preferably within an RIA.
• Experience supporting high-net-worth or ultra-high-net-worth clients and partnering closely with advisors.
• Experience working with RIA custodians, preferably Charles Schwab, including account opening, maintenance, service requests, forms navigation, document handling, and custodial workflows.
• Strong working knowledge of account registrations, including trusts, IRAs, foundations, donor-advised funds, and entity accounts.
• Strong working knowledge of investment products, including stocks, bonds, mutual funds, managed accounts, and alternative investments.
• Experience supporting alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting.
• Experience using CRM and portfolio management systems to manage client accounts, workflows, and reporting.
• Proficiency with Microsoft Office core applications.
• Exceptional organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.

Benefits

• Comprehensive Health Benefits and Retirement Savings: Medical, dental, and vision insurance.
• Life and disability insurance.
• Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits.
• 401(k) plan with 1.5% match and 5% annual discretionary profit sharing.
• Generous Time Off: 4 weeks of vacation and sick leave combined into a Paid Time-Off bank.
• 10 Paid Holidays, including two Floating Holidays.
• 16 Hours of Volunteer Time.
• Paid Sabbaticals and Paid Parental Leave.