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Client Services Specialist

Client Services Specialist

AldrichLake Oswego, OR, US
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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 :

  • Minimum 3 years of experience in a similar role at a financial services firm
  • Experience with Charles Schwab (Custodian) and utilizing CRM
  • Strong Microsoft Office skills (Word, Excel, and PowerPoint)
  • 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

    • Preferred :

  • Bachelor’s degree from an accredited college or university
  • Experience with alternative investments and SMA’s

    • 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 :

  • 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.

    • 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).

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    Client Service Specialist • Lake Oswego, OR, US