Lake Oswego, Oregon, 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 Onboarding, Custodial Service Requests
Lake Oswego, Oregon, United States · On-site
Job Description Join your locally owned Great Clips® salon team and take the next step in your career. If you’re a licensed stylist who enjoys supporting others, staying organized, and helping a team succeed, this could …
Skills: Haircutting, Leadership, Customer service, Team management, Organization
Westminster, Colorado, United States · On-site
$78k–$108k/yr
Tier III Technical Support Professional – PowerFab Expert Are you a technical expert ready to drive customer success in the structural steel industry? Join Trimble to leverage your deep technical expertise in Tekla Power…
Skills: Tekla PowerFab, Technical troubleshooting, Structural steel fabrication, Software support, Jira
Lake Oswego, Oregon, United States · On-site
$29/hr–$44/hr
About us Johnson Controls, a global leader in thermal management, mission-critical building systems, energy efficiency, and decarbonization, helps customers use energy more productively, reduce carbon emissions, and oper…
Skills: Fire alarm systems, Troubleshooting, Electrical systems, Blueprint reading, Customer service
Lake Oswego, Oregon, United States · On-site
$145k–$199k/yr
Transform the Future of ERP as our Development Manager for Strategic Agentic Integration! Are you ready to lead a technical team at the absolute forefront of the AI revolution in enterprise software? As the Development M…
Skills: ERP systems, Artificial intelligence, Machine learning, C#, .NET Framework
Westminster, Colorado, United States · Hybrid
$91k–$125k/yr
Elevate Scalability as Our Next Site Reliability Engineer! Ready to make a high-impact mark on critical infrastructure using AWS GovCloud and cutting-edge cloud technologies? Trimble is looking for an innovative problem-…
Skills: AWS, Azure, Python, PowerShell, Bash
Lake Oswego, Oregon, United States · On-site
Job Description Join a locally owned Great Clips® salon team and enjoy a rewarding career doing what you love! Whether you’re an experienced stylist or a recent graduate, we're excited to meet you. Be an Extraordinary St…
Skills: Haircutting, Customer service, Technical coaching, Teamwork, Communication
U-HaulLake Oswego, Oregon, United States · On-site
Location: 7100 SW Mcewan Rd, Tualatin, Oregon 97035 United States of America Are you a people person? Do you love helping others? U-Haul is in search of friendly, motivated people for the position of Customer Service Rep…
Skills: Customer service, Equipment inspection, Inventory management, U-Scan technology, Equipment maintenance
Westminster, Colorado, United States · On-site
$106k–$145k/yr
Shape the Future of Construction Tech as Our Next Senior Solution Architect! Step into a high-impact role driving digital transformation across the construction industry with Trimble Construction One. You will partner wi…
Skills: Solution architecture, Viewpoint Vista ERP, Construction industry consulting, Accounting principles, Project management
Westminster, Colorado, United States · On-site
$116k–$159k/yr
Elevate Client Success: Manager, Implementation and Delivery Management Empower teams and shape customer journeys by leading our high-performing Software Consultants! In this pivotal role, you will coach talent, optimize…
Skills: Team Leadership, Project Management, Software Consulting, Client Management, Relationship Building
Lake Oswego, Oregon, United States · On-site
InnVentures Overview Driven by an innovative, entrepreneurial spirit, InnVentures has a culture of building teams that produce winning results. We operate over 75 hotels in 20+ states for some of the Nation’s largest REI…
Skills: Mixology, Customer service, Food and beverage service, Bartending, Cash handling
Lake Oswego, Oregon, United States · On-site
Job Overview: Service of food and/or beverage to include the order taking and delivery of any food and/or beverage items. This task is to be handled in a friendly, courteous, helpful, timely and professional manner resul…
Skills: Food and beverage service, Guest relations, Point-of-sale systems, Table setting, Order taking
Lake Oswego, Oregon, United States · On-site
$25/hr–$31/hr
The Project Engineer Intern may assist the project team or department manager(s) in the following areas: coordination of site logistics, subcontractors/vendors and field inspections, quality control, schedule management,…
Skills: Construction management, Blueprint reading, Project coordination, Document control, BIM
Lake Oswego, Oregon, United States · On-site
$25/hr–$31/hr
The Project Engineer Intern may assist the project team or department manager(s) in the following areas: coordination of site logistics, subcontractors/vendors and field inspections, quality control, schedule management,…
Skills: Project coordination, Blueprint interpretation, Schedule management, Estimating, BIM/VDC
Lake Oswego, Oregon, United States · On-site
$130k–$170k/yr
Position Description Job Title: Senior Systems and Acoustic Engineer Job Location: Lake Oswego, OR (On-Site) Position Status: Full-time Reports to: EVP of Product Innovation & Quality Department: Engineering FLSA Status:…
Skills: Acoustics, Audio systems, System architecture, Signal paths, Transducers
Lake Oswego, Oregon, United States · On-site
$47/hr–$63/hr
SUMMARY At ZoomCare we are working hard to make healthcare easy. Our mission is to deliver innovative, high-quality, convenient healthcare when patients need it. We offer same-day, no-wait visits in urgent care, primary …
Skills: Diagnostic medical sonography, Abdomen sonography, OB/GYN sonography, Patient care, Critical thinking
DICK'S Sporting GoodsLake Oswego, Oregon, United States · On-site
At DICK’S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their drea…
Skills: Inventory management, Team leadership, Customer service, Merchandising, Staffing
Lake Oswego, Oregon, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Trade finance, Letters of credit, Analytical thinking, Problem solving, Client servicing
Westminster, Colorado, United States · Hybrid
$78k–$108k/yr
As a Technical Training Professional at Trimble, you will bridge the gap between complex enterprise software and user mastery, empowering construction leaders to unlock the full power of the Trimble ConstructionOne suite…
Skills: Technical Training, Software Consulting, Construction ERP, Vista, Trimble ConstructionOne
Lake Oswego, Oregon, United States · On-site
Who we are Full Circle Veterinary Care is Hiring an Experienced Veterinary Receptionist! Position Details Role: Experienced Veterinary ReceptionistStatus: Full-timeSalary: Competitive and based on experienceSchedule: 4-d…
Skills: Veterinary reception, Client service, Appointment scheduling, Communication, Organizational skills
Lake Oswego, Oregon, United States • Remote OK
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Manage day-to-day servicing for ultra-high-net-worth Family Office clients, including account opening, maintenance, and complex custodial requests. Coordinate onboarding and support alternative investment operations such as capital calls and KYC documentation.
Requires 5+ years of wealth management operations experience, specifically supporting UHNW clients and working with RIA custodians like Charles Schwab. Proficiency in account registrations (trusts, IRAs) and alternative investment workflows 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.
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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
