Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Hybrid Senior Client Services Specialist—Family Office

$75k - $105k

Aldrich

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 wealth management, especially with high-net-worth clients, and proficiency with investment products. Offering a robust benefits package and a salary range of $75,000-$105,000, this position emphasizes the importance of exceptional communication and organizational skills. Join Aldrich in providing meaningful financial services! #J-18808-Ljbffr Aldrich

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Hybrid Senior Client Services Specialist—Family Office in Lake Oswego, OR vacancy
  • $75k - $105k

    Description We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family Office division. In this role, you...  ...that may be based in one of our local offices, hybrid or fully remote in the following states: California,... 
    Work at office
    Senior
    16 hours
    Full time
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Aldrich

    Lake Oswego, OR
    10 hours ago
  • Aldrich is seeking a detail-oriented Client Services Specialist to join our team in Lake Oswego, Oregon. This pivotal role focuses...  ...We offer a comprehensive benefits package and a hybrid work environment, expecting in-office presence at least 2 days per week. #J-18808-... 
    Work at office
    Senior
    2 days per week

    Aldrich

    Lake Oswego, OR
    1 day ago
  • $36.05 - $45.67 per hour

     ...Client Services Specialist or Senior Client Services Specialist We are seeking a professional and detail-...  ...financial services firm Strong Microsoft Office skills (Word, Excel, and PowerPoint)...  ...Monday Friday, 8 AM 5 PM. This is a hybrid position where you must be in the... 
    Work at office
    Senior
    Hourly pay
    16 hours
    Full time
    Monday to Friday
    Flexible hours
    2 days per week

    Aldrich

    Lake Oswego, OR
    4 days ago
  • Aldrich CPAs and Advisors is seeking a Senior Audit Associate for our Lake Oswego office. You will lead audits, reviews, and compilations...  ...growing businesses and manufacturing clients in a hands-on role. The position offers hybrid work with local eligibility, the chance... 
    Work at office
    Senior
    Local area

    Aldrich

    Lake Oswego, OR
    3 days ago
  •  ...experienced Health Actuary to join our Actuarial and Financial Consulting teams in a hybrid role. This position supports client engagements across the United States with a minimum in-office presence. You will lead projects, mentor staff, and contribute to growth through... 
    Work at office
    Senior

    Mercer

    Portland, OR
    1 day ago
  •  ...in Portland is seeking a Senior Electrical Design...  ...projects. This role offers a hybrid work model requiring two days in the office and focuses on supporting...  ...skills, and a passion for client interactions. The firm...  ...life balance. #J-18808-Ljbffr Arena Family of Companies
    Work at office
    Senior

    Arena Family of Companies

    Portland, OR
    4 days ago
  • Aprio, a Top 20 CPA and advisory firm, seeks a Senior Manager for the Assurance team in a hybrid role. Lead auditing engagements, communicate with partners and clients, and market services to drive new business. Travel 10-15% as needed. CPA license with 7+ years in public... 
    Senior
    Remote job
    Flexible hours

    Aprio

    Lake Oswego, OR
    1 day ago
  • $64.7k - $97.1k

     ...portfolio of benefits and services, including dental, vision...  ...of member, provider, client, and internal support services...  ...Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility...  ...; market‑leading paid family, parental and adoption... 
    Work at office
    Senior
    Local area
    2 days per week

    Sustainable World, Inc.

    Portland, OR
    3 days ago
  • LHH is assisting a fast-growing client in Portland, OR to build their accounting team. The Senior Accountant role is newly created to support rapid...  ...the next 2-3 years. This position offers a hybrid schedule—3 days in the office—and will focus on operations accounting,... 
    Work at office
    Senior

    LHH

    Portland, OR
    4 days ago
  • $85k - $145k

     ...Advisor in Portland, Oregon to deepen relationships with clients and grow their practice. The ideal candidate will...  ...7-10 years of experience and a CFP designation. This hybrid position allows for both remote and office work, emphasizing client-first fiduciary responsibility... 
    Work at office
    Senior
    Remote work

    Merceradvisors

    Portland, OR
    3 days ago
  • Cambia Health Solutions is seeking a Cost Accountant III, IV, or Senior for a hybrid role requiring three days in the office. The position covers multiple US locations within commutable distance and emphasizes GAAP, SAP, and cost allocation analyses. Ideal candidates hold... 
    Work at office
    Senior

    Cambia Health Solutions

    Portland, OR
    1 day ago
  • $84k - $151.2k

    Siemens AG in Wilsonville, OR is hiring a Senior Accountant Fixed Assets to manage fixed asset accounting...  ...3 years of relevant experience. This full-time hybrid position allows collaboration with finance teams both in-office and remotely. Compensation ranges from $84,000... 
    Work at office
    Senior
    Full time
    Remote work

    Siemens AG

    Wilsonville, OR
    1 day ago
  • Deckers Brands is seeking a Sr. Product Developer for HOKA Footwear in Portland, OR. Hybrid role with in-office presence Tue-Thu. You will drive the footwear product creation process from brief to production, lead sample reviews, and ensure alignment with brand, consumer... 
    Work at office
    Senior

    Deckers Brands

    Portland, OR
    3 days ago
  • Cambia Health Solutions is seeking a Senior Strategic Financial Analyst for a hybrid role with 3 days in the office across multiple locations including Portland. You will develop financial models, deliver influential presentations, and mentor analysts while guiding cross... 
    Work at office
    Senior

    Cambia Health Solutions

    Portland, OR
    1 day ago
  •  ...from opening files to trial, including medical records, client communications, and discovery. You’ll collaborate with teammates...  ...while independently managing your caseload in a hybrid work model with four in-office days weekly. The role emphasizes proactive organization,... 
    Work at office
    Senior

    Boly:Welch

    Portland, OR
    1 day ago
  •  ...research. The role requires 5+ years in footwear design, strong concepting and storytelling, and proficiency with Illustrator, Photoshop, and 3D tools. Hybrid in-office schedule and collaboration with cross-functional teams are expected. #J-18808-Ljbffr Deckers America, LLC.
    Work at office
    Senior

    Deckers America, LLC.

    Portland, OR
    1 day ago
  • Adidas Portland, OR is seeking a senior payroll leader responsible for accurate payroll...  .... You will guide a team of payroll specialists, standardize processes, and...  ...HR experience, and a global mindset. Hybrid work with in-office presence is expected in Portland, OR.... 
    Work at office
    Senior

    adidas

    Portland, OR
    2 days ago
  •  ...Litigation Legal Assistant for its Portland office. You will support award-winning...  ...attorney calendars. You will also engage with clients, run conflicts checks, open new matters,...  ...with billing and travel arrangements. This hybrid role requires strong organizational skills... 
    Work at office
    Senior

    Boly:Welch

    Portland, OR
    1 day ago
  • WSP USA is seeking a Senior Consultant in Water for our Mountain Pacific District. This...  ...be located out of our Portland, OR office with a Hybrid Workplace Model. You will contribute to...  ...Northwest Pacific Water Team projects and help clients meet objectives and solve challenges.... 
    Work at office
    Senior

    WSP in the U.S.

    Portland, OR
    3 days ago
  • Aldrich Wealth seeks a detail-oriented Compliance Specialist to work with the Chief Compliance Officer and manage our regulatory program in the United States...  ...policy updates, training, and risk assessments in a hybrid Lake Oswego, Oregon office. You will review disclosures... 
    Work at office
    Senior

    Aldrich Wealth

    Portland, OR
    1 day ago
  • adidas is looking for a Senior Accountant in Portland, OR, focused on in-depth financial analysis and the integrity of financial...  ...benefits, including robust medical options and a hybrid work policy, with office attendance Monday to Thursday. #J-18808-Ljbffr adidas
    Work at office
    Senior

    adidas

    Portland, OR
    4 days ago
  • Progressive is seeking a senior claims specialist in Beaverton, Oregon. You will investigate...  ...liability and coverage. This hybrid role requires reporting to the office about four days a month for collaboration...  ...skills in negotiation, customer service, and problem-solving. The role... 
    Work at office
    Senior
    Work experience placement

    Progressive

    Beaverton, OR
    2 days ago
  • Sun Life embraces a hybrid work model balancing in-office collaboration with the flexibility of virtual work. Our team members are expected to be present in the office at least 2 days per week. This position in the National Accounts Employee Benefits Underwriting organization... 
    Work at office
    Senior
    2 days per week

    University of Minnesota School of Dentistry

    Portland, OR
    3 days ago
  •  ...user of Revit, with at least 3 years in BIM/CAD admin, and a track record of leading other designers and developing BIM standards. Hybrid work is preferred, with 2 days in the office; remote options are considered for the right candidate. #J-18808-Ljbffr SolveNow Inc.
    Work at office
    Senior
    Remote job

    SolveNow Inc.

    Portland, OR
    10 hours ago
  • Sun Life U.S. is seeking a Senior Case Manager I, LTD to review and manage long‑term disability claims in a hybrid work environment, with in‑office presence at least 2 days per week. The role requires thorough investigation, claim liability determinations, and mentorship... 
    Work at office
    Senior
    Contract work
    2 days per week

    Stryker

    Portland, OR
    2 days ago
  • VML is seeking a Senior Social Content Creator to join the Creative Team in a hybrid, office‑based role in the U.S. You will concept, write, shoot, edit and optimize influencer-style content for major brands across platforms such as Instagram, X, Threads, YouTube Shorts... 
    Work at office
    Senior

    VML South Africa

    Portland, OR
    10 hours ago
  • McKinley Irvin is seeking a paralegal for our Portland, Oregon area office with flexible work arrangements including remote or hybrid options. The role supports 50+ attorneys in complex family law matters, providing mentorship, training, and modern legal tech tools. The... 
    Work at office
    Remote work
    Flexible hours

    McKinley Irvin

    Portland, OR
    2 days ago
  • $100k - $120k

    Coldstream is seeking a Senior Wealth Management Associate in Portland, Oregon, to provide exceptional client service and financial planning expertise. The role includes acting as...  ...clients and managing team workflows in a hybrid environment. Ideal candidates will have 5+... 
    Senior

    Coldstream

    Portland, OR
    1 day ago
  •  ...Senior - Principal Engineer - Wastewater Collection...  ...technical leadership, client service management, and/or regional...  ...may require out-of-office travel with occasional...  .... We also offer hybrid and flexible work schedules...  ...your health, your family, and your way of life.... 
    Work at office
    Senior
    Temporary work
    Work experience placement
    Local area
    Remote work
    Flexible hours
    Night shift
    Afternoon shift

    West Yost

    Lake Oswego, OR
    2 days ago
  • $61.31 - $104.39 per hour

     ...people, we must empower them.Service Engineers ensure caregivers have...  ..., and clear standards. As a senior engineer, you’ll set technical...  ...miles—from any of our primary office locations listed below.Alaska:...  ...designed to support you and your family in staying well, growing... 
    Work at office
    Senior
    Minimum wage
    Local area
    Remote work
    Shift work

    Providence Health & Services

    Portland, OR
    10 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Hybrid Senior Client Services Specialist—Family Office. Be the first to apply!