Senior Client Services Specialist - Wealth & Onboarding
Aldrich Wealth LP
Aldrich Wealth LP is seeking a Client Services Specialist or Senior Client Services Specialist to deliver exceptional service to clients in Lake Oswego, Oregon. This client-facing role emphasizes strong communication skills, efficiency, and professionalism in handling various service needs, including Schwab brokerage accounts and onboarding new clients. The ideal candidate should have at least 3 years of experience in a similar role and possess a broad understanding of investment advisory practices. This is a hybrid position requiring at least 2 days in-office per week. #J-18808-Ljbffr Aldrich Wealth LP
Vacancy posted 2 days ago
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