Senior Client Services Specialist, Family Office opportunity at Aldrich in Lake Oswego, OR in the Finance sector. This position offers $75,000 – $105,000/yr. This is a full-time position. Apply directly on the employer's site via Posito — no account required.

Senior Client Services Specialist, Family Office

Aldrich
📍 Lake Oswego, OR 💼 Finance 💵 $75,000 – $105,000/yr Full-time
Pay
$75,000 – $105,000/yr
Job type
Full-time
Location
Lake Oswego, OR
Category
Finance
Posted
18 days ago
Expires
2026-08-31
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Benefits

Pulled from the full job description

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Full job 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 complex client structures, alternative investments, custodial service requ…

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