Carlsbad, California, United States · Remote OK
$75k–$105k/yr
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 relatio…
Skills: Client Relationship Management, Wealth Management Operations, Alternative Investment Operations, Account Administration, Custodial Service Requests
Carlsbad, California, United States · On-site
$55k–$69k/yr
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each ot…
Skills: Branch Banking, Customer Service, Teller Operations, New Accounts Management, Branch Operations
Carlsbad, California, United States · Hybrid
$18/hr–$20/hr
Job DetailsJob Location: The Beacon - Carlsbad, CA 92009Position Type: Part TimeEducation Level: High SchoolSalary Range: $18.59 - $20.69 HourlyTravel Percentage: Up to 25%Job Shift: AnyJob Category: RetailAbout Lovesac …
Skills: Sales Techniques, Customer Relationship Management, Visual Merchandising, Product Demonstration, Conflict Management
Carlsbad, California, United States · On-site
$22/hr–$24/hr
Location This position is located at 7740 El Camino Real, Carlsbad, California, 92009 United States Role Summary The Assistant Visual Manager supports the selling, service, and operations of the store with an emphasis on…
Skills: Visual Merchandising, Leadership, Store Operations, Customer Service, Team Management
Carlsbad, California, United States · On-site
$104k–$168k/yr
About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Business Banking Team. This role will support customers in an assigned market by deepening relationshi…
Skills: Business Banking, Relationship Management, Strategic Prospecting, Credit Assessment, Financial Analysis
Carlsbad, California, United States · On-site
Location This position is located at 7720 El Camino Real, Carlsbad, California, 92009 United States Role Summary A Key Holder collaborates with the management team in supervision of store operations functions and leading…
Skills: Store Operations, Team Leadership, Customer Experience, Sales Driving, Visual Merchandising
Carlsbad, California, United States · On-site
$20/hr–$23/hr
POSITION PURPOSE The On-site Manager is responsible for day-to-day operations of the assigned property including managing the residents, daily activities, and resources of the property to achieve established budgeted fin…
Skills: Property Management, Leasing, Budgeting, Resident Relations, Appfolio
Carlsbad, California, United States · On-site
$19/hr–$26/hr
ABOUT THE POSITION With over 430 retail stores worldwide, our Store Leadership Teams are essential to our business. From ensuring effective store operations and procedures to guiding team members within an assigned area …
Skills: Leadership, Staff Supervision, Point of Sales (POS) Systems, Coaching, Training
Carlsbad, California, United States · On-site
$27/hr–$28/hr
Job DetailsJob Location: Grand Pacific Hotel Services LP - Carlsbad, CA 92008Position Type: Full TimeSalary Range: $27.00 - $28.00 HourlyJob Shift: VariedPOSITION PURPOSE To be a food and beverage leader for all hotel fu…
Skills: Staff Supervision, Inventory Management, Cost Control, Mixology, POS Systems
Carlsbad, California, United States · On-site
$27/hr–$28/hr
Job DetailsJob Location: Grand Pacific Hotel Services LP - Carlsbad, CA 92008Position Type: Full TimeSalary Range: $27.00 - $28.00 HourlyJob Shift: VariedPOSITION PURPOSE To be a food and beverage leader for all hotel fu…
Skills: Food and Beverage Management, Staff Supervision, Inventory Management, Cost Control, Mixology
Carlsbad, California, United States · On-site
What you'll bring to the team Scope of Job: Maintain a safe and secure environment for guests and MCs (Model Citizens/Employees), whilst also observing all Safety and Security procedures. Key Objectives: Provide a high l…
Skills: Access Control, Incident Reporting, CCTV Surveillance, Conflict De-escalation, First Aid
Carlsbad, California, United States · On-site
$18/hr–$19/hr
Location This position is located at 7720 El Camino Real, Carlsbad, California, 92009 United States Role Summary A Key Holder collaborates with the management team in supervision of store operations functions and leading…
Skills: Store Operations, Team Leadership, Customer Experience, Sales Driving, Visual Merchandising
Carlsbad, California, United States · On-site
Overview If you’re looking for a Part-time Receptionst / Sales Position, where you can positively change the lives of clients in a meaningful way, then look no further! Elements Massage is a wellness studio looking for a…
Skills: Retail Sales, Customer Service, Membership Sales, Hospitality, Active Listening
Carlsbad, California, United States · On-site
$22/hr–$24/hr
Be a part of an award winning, best places to work company! Decron offers a competitive salary, commissions (position specific), engaging workplace, and a benefit package including med/dent/vis/ plus more for Full-Time p…
Skills: HVAC, Plumbing, Electrical, Carpentry, Appliance Repair
Carlsbad, California, United States · On-site
$16/hr–$17/hr
What You Will Do All Lowe’s associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products customers need. As a Customer Service Associate/Loader, this means: • B…
Skills: Customer Service, Merchandising, Inventory Replenishment, Heavy Lifting, Retail Technology
Carlsbad, California, United States · On-site
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate…
Skills: Prescription Fulfillment, Patient Care, Inventory Management, Immunization Support, Customer Service
Carlsbad, California, United States · On-site
$16/hr–$17/hr
What You Will Do All Lowe’s associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products customers need. As a Customer Service Associate/Loader, this means: • B…
Skills: Customer Service, Merchandising, Inventory Replenishment, Heavy Lifting, Retail Technology
Carlsbad, California, United States · On-site
$16/hr–$20/hr
Requisition ID: 934261 Store #: 004778 Sunglass Hut Position:Part-Time Total Rewards: Benefits/Incentive Information At Sunglass Hut, we're always in the sun. You’ll find a dynamic space with endless possibilities to gro…
Skills: Customer Service, Sales, Communication Skills, Relationship Building, Fashion Trends
Carlsbad, California, United States · On-site
JOB SUMMARY The Fitness Coach represents 24 Hour Fitness to members and clients by delivering a positive fitness experience and quality personal and small group training sessions leading to member retention and client ac…
Skills: Fitness Programming, Personal Training, Small Group Training, Client Acquisition, Nutrition Guidelines
Carlsbad, California, United States · On-site
Job Description Job Duties • Operate all equipment. • Stock ingredients from delivery area to storage, work area, walk-in cooler. • Prepare product. • Receive and process telephone orders. • Take inventory and complete a…
Skills: Driving, Customer Service, Inventory Management, Order Processing, Basic Mathematics
Carlsbad, California, United States • Remote OK
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Manage day-to-day servicing for ultra-high-net-worth Family Office accounts, including onboarding, account maintenance, and custodial requests. Coordinate alternative investment operations and partner with cross-functional teams to ensure an exceptional client experience.
Requires 5+ years of wealth management operations experience, specifically supporting UHNW clients and working with RIA custodians like Charles Schwab. Proficiency in CRM systems and knowledge of complex account registrations such as trusts and foundations is essential.
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 requests, client onboarding, 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.
Aldrich 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 array 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 regions and manage approximately $7 billion in assets.
Our holistic approach, paired 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 tomorrow.
Check out more about Aldrich at https://wealthadvisors.com/.
Requirements
Required:
Preferred:
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
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 range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions 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-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range 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, check out Life at Aldrich here.
This is a full-time position. Our standard office hours 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.
Please submit your resume and cover letter (optional).
We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
#LI-HYBRID
For more than 50 years, Aldrich has worked with businesses, their owners, and their employees to help them achieve their professional and personal financial goals. We pair deep industry experience with a full suite of integrated financial, tax, accounting, wealth, corporate retirement, and business transition services to help bring clarity to every phase of our clients’ personal and professional life cycles. The Aldrich group of companies is composed of Aldrich CPAs + Advisors LLP, one of the top 70 accounting firms in the US; Aldrich Wealth LP, a Registered Investment Advisory firm with over $7 billion in assets under advisement; Aldrich Capital Advisors LP, which provides advisory services for business transactions; and Aldrich Solutions LLC, which delivers business and technology consulting services driven by industry understanding and strategic insights. Based in Oregon since our founding in 1973, Aldrich now serves clients across the country from our eight offices throughout the Western US. Learn more at www.aldrichadvisors.com/about.
Offices: 5665 Meadows Road, Suite 200, Portland, Oregon 97035, US · 7676 Hazard Center Drive, #550, San Diego, CA 92108, US · 1903 Wright Place #180, Carlsbad, CA 92008, US · 4275 Commercial St. SE, Suite 100, Salem, OR 97302, US · 135 S State College Blvd #370, Brea, California 92821, US
There are currently 404 open customer service & support positions in Carlsbad, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Domino's, AutoNation, Grand Pacific Resorts, Omni Hotels & Resorts, Carlsbad By The Sea Hotel, among others. Browse the listings above to see every active employer.
Yes — 16 of the 404 open customer service & support positions offer remote or hybrid work (7 remote, 9 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
