Senior Client Services & Onboarding Specialist
Aldrich Wealth
Aldrich Wealth is looking for a professional Client Services Specialist to provide exceptional support to clients. This role involves executing services for Schwab brokerage accounts, onboarding new clients, and maintaining thorough client records. The ideal candidate has strong communication skills and a proactive approach. With a commitment to professional growth and well-being, Aldrich Wealth provides a supportive environment and a comprehensive benefits package including health insurance, 401(k) matching, and generous time-off policies. This position is full-time with a hybrid work model, requiring at least 2 days in the office each week. #J-18808-Ljbffr Aldrich Wealth
Vacancy posted 2 days ago
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