Client Services Specialist/Senior Client Services Specialist

Aldrich • Lake Oswego, OR

10h • Hybrid

About The Position

We are seeking a professional and detail-oriented Client Services Specialist or Senior Client Services Specialist to join our team. This client-facing role is responsible for delivering exceptional service and support to our clients, ensuring their needs are met with efficiency and professionalism. The ideal candidate will possess strong communication skills, a proactive approach to problem-solving, and the ability to build and maintain positive client relationships. This role is essential to enhancing the overall client experience and supporting the ongoing success of our organization.

Requirements

• Minimum 3 years of experience in a similar role at a financial services firm
• Strong Microsoft Office skills (Word, Excel, and PowerPoint)
• Experience working with RIA Custodians and utilizing a CRM
• Broad knowledge of Investment Advisory practices, processes, and an understanding of wealth management
• Skilled in time management and willingly sharing Team responsibilities; sharing workflow and projects as appropriate

Nice To Haves

• Bachelor’s degree in Finance, Business, or related degree from an accredited college or university
• Experience with Charles Schwab (Custodian), Salentica Engage (CRM), and Tamarac (Portfolio Management)
• Experience with alternative investments and SMAs

Responsibilities

• Execute all service and operations needs for Schwab brokerage accounts including standard and complex new account opening, updating account features, and maintaining existing accounts.
• Coordinate new client onboarding including completion of custodial paperwork, delivery of ADV & related disclosures, and new client welcome procedures.
• Maintain client and account records in the Aldrich Wealth portfolio management, CRM, and Document management software
• File client documents and records to the document management system
• Responsible for client workflow actions including setting up and completing recurring actions as needed
• Coordinate annual RMD calculation and distributions
• Perform data exports and ad-hoc analysis utilizing spreadsheets and basic data queries/exports from portfolio management & CRM software
• Adhere to existing processes and willingness to constructively troubleshoot and adjust them as needed
• Participate in training new Client Services team members

Benefits

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• 401(k) plan with 1.5% match and 5% discretionary profit sharing
• 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank
• 10 Paid Holidays including two floating holidays
• 16 Hours of Volunteer Time
• Paid Sabbaticals
• Paid Parental Leave
• Discretionary incentive compensation program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree