Senior Client Services Specialist

Job Summary

Supporting ultra-high-net-worth client relationships, the full-time Senior Client Services Specialist will manage day-to-day servicing of Family Office client accounts, including onboarding, account maintenance, and complex operational requests, with the flexibility to work remotely or onsite in select states.

Key responsibilities

• Manage the day-to-day servicing of Family Office client accounts, including new account opening and custodial requests
• Coordinate new client onboarding and execute client transactions with accuracy and urgency
• Support alternative investment operations and collaborate with advisors and cross-functional teams to enhance client experience

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 CRM and portfolio management systems for managing client accounts
• Proficiency in Microsoft Office applications