California Licensed Client Services Specialist

Job Summary

Supporting ultra-high-net-worth client relationships, the full-time Senior Client Services Specialist, Family Office will manage day-to-day servicing of client accounts, coordinate onboarding processes, and execute client transactions while collaborating with advisors and cross-functional teams.

Key responsibilities

• Manage the servicing of Family Office client accounts, including account opening, maintenance, and custodial requests
• Coordinate new client onboarding, including account setup and document management
• Support alternative investment operations and execute client transactions with accuracy and urgency

Required qualifications

• 5+ years of client service or operations experience in wealth management, preferably within an RIA
• Experience supporting high-net-worth or ultra-high-net-worth clients
• Familiarity with RIA custodians, particularly Charles Schwab, and investment products
• Strong knowledge of account registrations and alternative investment operations
• Proficiency in CRM and portfolio management systems