Remote Senior Family Office Client Services Specialist
$75k - $105kAldrich
Aldrich is seeking a Senior Client Services Specialist, Family Office to support ultra-high-net-worth client relationships in a remote work setting. Responsibilities include managing client accounts, onboarding, and supporting alternative investments while providing exceptional client service. The ideal candidate has extensive experience in wealth management, particularly with RIA custodians.
Aldrich offers competitive compensation ranging from $75,000 to $105,000, alongside robust health benefits and generous time off policies to promote employee well-being.
#J-18808-LjbffrVacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Remote Senior Family Office Client Services Specialist in United States vacancy
$75k - $105k
...Senior Client Services Specialist, Family Office We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to... ...be based in one of our local offices, hybrid or fully remote in the following states: California, Oregon, and Washington...Work at officeRemote workSenior16 hoursFull timeLocal areaMonday to FridayFlexible hours$55.3k - $76.08k
...Empower Yourself. As a Senior Client Onboarding Specialist, you will work... ...providing white glove service to new high net... ...supporting web-based or remote investment service... ...term disability, and Family and Medical Leave (FMLA... ...to work in the office if you do not have an...Work at officeRemote workSenior16 hoursTemporary workWork experience placementCasual workLocal areaWork from homeWork visaFlexible hoursEmpower Annuity Insurance Company of America
United States5 days ago$90k - $110k
...searching for a trailblazing Senior Account Supervisor in... ...IP, and kids+family. We’re looking for... ...teams in our New York office Around 6 to 10 years... ...Can execute excellent client service and account management... ...days a week, working remote 2 days a week. At DKC...Work at officeRemote workSeniorFull time2 days per week3 days per weekDKC
New York, NYa month ago$120k - $135k
...current business services professionals openings... ...solutions to our clients’ legal issues. We... ...practices and 21 offices in the world’s major... ...are seeking a Senior Client Accounting... ...parental.In-classroom, remote, and on-demand... ...status, marital or familial status, domestic partnership...Work at officeRemote workSeniorFull timeWork experience placementLocal areaShift work$69k - $89k
...Senior Bookkeeper/Accountant At Cetera, we need detail... ...and value to our clients. As a Senior Bookkeeper... ...responsive, professional service. We are currently seeking... ...accounting, tax, and office software as needed.... ...Connecticut, California and Remote)The base annual salary...Work at officeRemote workSenior- ...The Senior Client Advisor has primary responsibility... ...client account service delivery, and... ...consultation with Bessemer specialists. Consult with... ...Department and Officers' Committee as... ...Bessemer Trust is a family office,... ...% in office, 40% remote for most positions...Work at officeRemote workSeniorTemporary work
Bessemer Trust
West Palm Beach, FL5 days ago $105k - $120k
...Senior Client Accounting Coordinator Skadden, Arps, Slate... ...plus practices and 21 offices in the world's major... ...and other Firm business services professionals.... ...parental. In-classroom, remote, and on-demand learning... ...citizenship status, marital or familial status, domestic...Work at officeRemote workSeniorWork experience placementLocal areaShift work- ...Coastal Payroll Services, we're more than... ...supports thousands of clients in California... ...enthusiastic Senior Client Support Specialist to join our dynamic... ...in Microsoft Office products (Excel,... ...onsite and 3 days remote.Medical, dental,... ...employmentPaid Family Leave (PFL) - up...Work at officeRemote workSeniorFull timePart timeWork experience placementLocal area
Coastal Payroll
San Diego, CA22 days ago $150k - $250k
...futures for their families? Are you recognized by clients and colleagues for... ...top-notch customer service to reduce client stress... ...? Breeden Law Office is seeking a... ...join our team as a Senior Associate at our thriving... ...locations, including remote work possibilities...Work at officeRemote workSeniorBreeden Law Office
Garner, NC22 days ago- Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and client service support to the account team, Producer, and assigned accounts. You will work under an Account Manager or Producer to ensure renewals, submissions...Work at officeRemote jobSenior
- Insurance Office of America is seeking a Senior Account Associate for commercial lines to support the account team with client service, renewals, and policy processing. The role involves coordinating with producers, tracking expirations, handling endorsements, and supporting...Work at officeRemote jobSenior
- Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and client service support to the account team and producers. The role offers remote work within Eastern/Central Time Zones with a Florida location noted for supporting...Work at officeRemote jobSenior
- Insurance Office of America is seeking a Senior Account Associate for Commercial Lines. This role provides administrative and customer service support to the account team, ensuring renewals and submissions... ...interaction with producers and clients in a fast-paced insurance...Work at officeRemote jobSenior
- Insurance Office of America seeks a Senior Account Associate for Commercial Lines to provide administrative and client service support to the account team and producers. This role emphasizes accuracy, timely renewals, and strong communication across stakeholders. You will...Work at officeRemote jobSenior
- Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and client-focused support to the account team and producers. You’ll help manage... ...while ensuring accuracy and timely service. Ideal candidates bring 3+ years in...Work at officeRemote jobSenior
- Insurance Office of America (IOA) is seeking a Senior Account Associate for Commercial Lines to provide administrative... ...team under a manager or producer. Remote work is available with occasional... ...systems and ensuring exceptional client service. This role emphasizes teamwork,...Work at officeRemote jobSenior
- Insurance Office of America is hiring a Senior Account Associate for Commercial Lines. Provide administrative and client service support to the account team under supervision of AM/AE/Producer. Maintain accurate data and ensure timely policy actions. The role requires...Work at officeRemote jobSenior
$18 - $32 per hour
...Senior Customer Service Representative This position is National Remote. You'll enjoy the flexibility to telecommute... ..., part of the Optum family of businesses. We... ...providers (doctor's offices) on behalf of the customer... ...with internal specialists for assistance Assist...Work at officeRemote workSeniorHourly payMinimum wageFull timeFor contractorsWork experience placementLive inLocal areaMonday to FridayShift workUnitedHealth Group
Tampa, FL3 days ago- Insurance Office of America is seeking a Senior Account Associate - Commercial Lines to provide administrative and client service support to the account team and producers. You will help with... ...quality and compliance. Working remotely with occasional on-site requirements...Work at officeRemote jobSenior
- ...Hybrid Senior Family Law ParalegalModern Family Law, a rapidly expanding... ...to join our San Antonio, TX office. Modern Family Law is... ...helping us maintain excellence in client service by balancing legal expertise... ..., fast-paced environment. Remote First Setting with Brick & Mortar...Work at officeRemote workSenior
Modern Family Law
San Antonio, TX1 day ago - ...growing accounting and financial services firm is seeking a detail-oriented Senior Associate to join their... ...a hybrid role with a mix of in-office and remote work. Key Responsibilities Prepare... ...accurate bookkeeping for multiple clients, including reconciliations, journal...Work at officeRemote workSenior
- ...Senior Client Accounts Specialist DLA Piper is, at its core, bold, exceptional, collaborative... ...within both Legal Support Services and Accounting teams to... ...San Francisco, or Seattle office and offers a hybrid work... ...arrangement combining remote and in-office work. The...Work at officeRemote workSeniorVisa sponsorship
- ...Sr. Client Service Specialist- Surety ~202605702 ~Hartford, Connecticut, United States... ...View favourites Description The Senior Surety Client Manager supports Producers... ...a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the...Work at officeRemote workSeniorFull timeTemporary workWork experience placementLocal areaVisa sponsorshipWork visaFlexible hours
WTW
Hartford, CT8 days ago - ...Senior Accounting Associate Crisler CPA, a Tennessee tax and accounting services provider with offices in Hendersonville, Brentwood and Tullahoma, is... ...has the potential to work remotely 1 to 2 days a week. Purpose... ...business and nonprofit clients, you will supervise...Work at officeRemote workSeniorLive inLocal areaFlexible hours2 days per week1 day per week
Crisler CPA, PLLC
Hendersonville, TN1 day ago - A legal services firm in Jacksonville is seeking an experienced... ...assisting attorneys with client communication while... ...collaborative culture, offering remote work flexibility and... ...experience, preferably in family law, along with proficiency in Office 365 and Clio. Join us to...Work at officeRemote jobSenior
- Price Benowitz LLP seeks an experienced Managing Family Law Paralegal to support one Family Law attorney and lead... ...a track record of supervising paralegals. Hybrid in-office work with travel as needed is available; remote options may apply for qualified candidates outside...Work at officeRemote workSenior
$38 - $46 per hour
...Senior Wealth Client Specialist At First Citizens Bank, we help clients pursue their ambitions at every... ...role supports the Wealth Division's Family Office and multi-family office clients. The... ...position has responsibility for all service-related activities such as money...Work at officeSeniorHourly pay$5,000 - $10,000 per month
...Reporters, Inc. is a family-owned and operated Legal Industry service provider since 1979.... ...in California with clients in all areas of California... ...to serve as a Senior Account Executives for... ...-5:30pm and in the office. We do not offer nor have any remote positions....Work at officeRemote workSeniorLocal areaMonday to Friday2 days per week1 day per weekWeekday workCalifornia Deposition Reporters, Inc.
Anaheim, CA22 days ago- Landing Point is a private family office seeking a Senior Accountant / Assistant Controller to manage and scale accounting for diverse investment portfolios... ..., real estate, and joint ventures. The position is fully remote with a focus on accurate financial statements, process...Work at officeRemote jobSenior
- ...individuals for a work-from-home opportunity in a financial services role focused on protecting families. If you’re passionate about making a positive impact... ...of integrity, this opportunity may be for you. Enjoy remote work, flexibility, and the chance to grow with a...Remote workWork from home
AO Garcia Agency
Bridgeport, CT43 minutes ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Senior Family Office Client Services Specialist. Be the first to apply!
Related searches
- customer operations associate United States
- benefits customer care representative United States
- benefit customer service representative United States
- client service consultant United States
- customer service representative night shift United States
- customer service representative insurance United States
- customer service representative data entry United States
- card services representative United States
- customer service sales representative United States
- customer resolution specialist United States