Senior Client Services Specialist

Job Summary

Supporting ultra-high-net-worth client relationships, the full-time Senior Client Services Specialist will manage account servicing, coordinate onboarding, and execute transactions while working remotely across several states.

Key responsibilities

• Manage day-to-day servicing of Family Office client accounts, including new account openings and custodial requests
• Coordinate new client onboarding processes, including account setup and document management
• Execute client transactions with accuracy, including wires, transfers, and tax payments

Required qualifications

• 5+ years of client service or operations experience in wealth management, preferably within an RIA
• Experience supporting high-net-worth clients and working with RIA custodians, particularly Charles Schwab
• Strong knowledge of account registrations and investment products
• Experience with alternative investment operations, including capital calls and KYC documentation
• Proficiency in CRM and portfolio management systems, along with Microsoft Office applications