Hybrid Senior Client Services Specialist—Family Office
Aldrich Wealth LP
Aldrich Wealth LP is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This role supports ultra-high-net-worth clients by delivering operational service in partnership with advisors. The ideal candidate has 5+ years of client service experience, proficiency with custodians like Charles Schwab, and the ability to manage multiple priorities in a fast-paced environment. Aldrich offers a robust benefits package including comprehensive health insurance, 401(k) matching, and generous time off. #J-18808-Ljbffr Aldrich Wealth LP
Vacancy posted 1 day ago
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Aldrich is seeking a detail-oriented Senior Client Services Specialist for its Family Office division. This professional will manage client accounts, execute transactions, and support complex customer requests. The ideal candidate has experience in client service within...Work at officeSenior$75k - $105k
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