Senior Client Services Specialist, Family Office

Why Aldrich Wealth

Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $7 billion in assets.

You'll Get a Chance To

• Manage the 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.
• Carefully coordinate 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.
• Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.

What You Bring to the Team

• 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.

Compensation & Benefits

• Comprehensive Health Benefits and Retirement Savings: Medical, dental, and vision insurance, life and disability insurance, health savings account, flexible spending accounts, 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.

Qualifications

• Bachelor's degree in Finance, Business, or a related field.
• Experience with Charles Schwab Advisor Center.
• Family Office experience supporting trusts, foundations, entities, or multi-generational households.
• Experience with Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, or similar platforms.