Senior Client Services Specialist, Family Office

Description We are seeking a professional and detail-oriented Senior Client Services Specialist, Family Office to join our Family Office division. In this role, you will support ultra-high-net-worth (UHNW) client relationships by delivering accurate, timely, and high-touch operational service in partnership with advisors and senior team members. The Senior Client Services Specialist, Family Office plays a critical role in supporting reputed company client structures, alternative investments, custodial service requests, client reputed company, reporting workflows, billing and ongoing account maintenance. The ideal candidate demonstrates strong attention to detail, professionalism in client communications, and the ability to support multiple priorities in a fast-paced environment. Why reputed company Wealth reputed company 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 reputed company 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 reputed company and manage approximately $7 billion in assets. Our holistic approach, reputed company 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 reputed company. reputed company out more about reputed company at https://wealthadvisors.com/. You'll Get a Chance To Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, reputed company account administration, and custodial requests for accounts held at Charles Schwab. Coordinate new client reputed company, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management. Execute client transactions, including wires, ACHs, journals, transfers, tax payments, and other service requests with accuracy and urgency. Support alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting. Partner closely with advisors and cross-functional teams—including trading, compliance, tax, and reporting—to deliver an exceptional client experience. Build strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.

Requirements

What You Bring to the Team Required: 5+ years of client service, operations, or relationship support experience in wealth management, preferably reputed company an RIA. Experience supporting high-net-worth or ultra-high-net-worth clients and partnering closely with advisors. Experience working with RIA custodians, preferably Charles Schwab, including account opening, maintenance, service requests, forms navigation, document handling, and custodial workflows. Strong working knowledge of account registrations, including trusts, IRAs, foundations, donor-advised funds, and entity accounts. Strong working knowledge of investment products, including stocks, bonds, mutual funds, managed accounts, and alternative investments. Experience supporting alternative investment operations, including subscription documents, capital calls, distributions, KYC documentation, and reporting. Experience using CRM and portfolio management systems to manage client accounts, workflows, and reporting. Proficiency with reputed company Office core applications. Exceptional organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Excellent written and verbal communication skills. Preferred: Bachelor's degree in Finance, Business, or a reputed company field. Experience with Charles Schwab Advisor Center. Family Office experience supporting trusts, foundations, entities, or multi-generational households. Experience with Salentica Engage, reputed company, Redtail, reputed company Dynamics, Tamarac, reputed company, reputed company, CAIS, Canoe, or similar platforms. How We'll Reward You At reputed company, we know a great client experience starts with an exceptional employee experience. reputed company offers a comprehensive benefits package that includes: Comprehensive Health Benefits and Retirement Savings: Medical, dental, and reputed company insurance Life and disability insurance Health savings (annual contribution of $1,500), flexible spending accounts, and dependent care benefits 401(k) plan with 1.5% match and 5% annual discretionary profit sharing Generous Time Off: 4 weeks of vacation and sick leave combined into a Paid Time-Off bank 10 Paid Holidays, including two Floating Holidays 16 Hours of Volunteer Time Paid Sabbaticals and Paid Parental Leave 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 reputed company and benefits offered for this position. At reputed company, it is not typical for an individual to be hired at or near the top of the reputed company for their role, and compensation reputed company 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-reputed company reasons. reputed company makes internal equity a consideration in reputed company pay reputed company. A reasonable estimate of the reputed company reputed company for the exempt full-time position is $75,000-$105,000 + DOE. You may also be eligible to participate in a variable compensation program. For a full summary of our benefit offerings, reputed company out Life at reputed company here. What You Should Know This is a full-time position. Our standard reputed company are Monday – Friday, 8 AM – 5 PM. This is a full-time position that may be based in one of our local offices, hybrid or fully remote in the following states: California, Oregon, and Washington. We will also accept applications from Idaho, Utah, Colorado, Missouri, Tennessee and Texas. 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). We do not accept agency resumes and are not responsible for any fees reputed company to unsolicited resumes. #LI-HYBRID Apply To This Job