Senior Client Services Specialist, Family Office

Aldrich

Senior Client Services Specialist in Family Office supporting ultra-high-net-worth clients. Managing client accounts, onboarding, and collaborating with cross-functional teams for operational excellence.

Posted 7/3/2026full-timeCalifornia, Colorado, Idaho, Montana, Oregon, Tennessee, Texas, Utah, Washington • 🇺🇸 United StatesSenior💰 $75,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in managing client accounts within a Family Office setting, with a strong focus on account administration, regulatory compliance, and alternative investment operations. Proficient in utilizing CRM and portfolio management systems to enhance client service and operational efficiency.

Highest-signal resume keywords

Client Service ExperienceWealth Management OperationsAlternative Investment SupportCRM and Portfolio Management SystemsRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account AdministrationInvestment Product KnowledgeAccount Opening and MaintenanceKYC DocumentationTransaction ExecutionDocument ManagementCustodial WorkflowsRegulatory DisclosuresAccount RegistrationsPortfolio Reporting

Soft Skills

Organizational SkillsAttention to DetailCommunication SkillsRelationship BuildingTeam Collaboration

Tools & Technologies

Microsoft OfficeCRM SystemsPortfolio Management Systems

Industry Keywords

Family OfficeRIA CustodiansHigh-Net-Worth ClientsUltra-High-Net-Worth ClientsInvestment Operations

About the role

Key responsibilities & impact

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.
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.

Requirements

What you’ll need

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

Comp & perks

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