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Client services manager • portland or
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Client Services Specialist
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Job Description
Job Description
Description :
We are seeking a professional and detail-oriented Client Services Specialist to join our team. In this role, you will be responsible for providing outstanding service and support to our clients, ensuring their needs are met with efficiency and professionalism. The ideal candidate will demonstrate strong communication skills, a proactive problem-solving mindset, and the ability to foster and maintain strong client relationships. The Client Services Specialist plays a key role in enhancing the client experience and contributing to the ongoing success of our organization.
Why Aldrich Wealth
Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets.
Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.
Check out more about Aldrich at https : / / wealthadvisors.com / .
Requirements :
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
What You Bring to the Team
Required :
Preferred :
How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes :
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company’s good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions.
A reasonable estimate of the current range for the non-exempt full-time position is $36.05-$45.67 per hour ( approx. $75,000-$95,000 annual salary).
For a full summary of our benefit offerings, check out Life at Aldrich here.
What You Should Know
This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 2 days per week. Candidates must be legally authorized to work in the United States without the need for employer sponsorship.
To Apply
Please submit your resume and cover letter (optional).