Client Services Specialist/Senior Client Services Specialist

Job Type

Full-time

Description

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 ourclients, 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.

Why Aldrich Wealth

Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth.

At Aldrich Wealth, we believe an exceptional client experience begins with an exceptional team. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.

Check out more about Aldrich at

You'll Get a Chance To

• 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

• 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

• 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

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 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, and Paid Parental Leave
• You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.