Client Services Representative

6 days ago


Lake Oswego, Oregon, United States Aldrich Full time
About the Role

Aldrich is seeking a highly skilled Client Services Specialist to join our team. As a Client Services Specialist, you will be responsible for providing exceptional service to our high-net-worth clients, ensuring that their financial needs are met and exceeded.

Key Responsibilities
  • Client Account Management: Manage all service and operations for Schwab brokerage accounts, including new account opening, maintaining existing accounts, and managing client portals.
  • Client Service Needs: Execute client account service needs such as asset movement requests, account transfers, and ad-hoc client requests.
  • New Client Onboarding: Onboard new clients by completing custodial paperwork, delivering disclosures, and handling new client welcome procedures.
  • Record Keeping: Maintain accurate client and account records in portfolio management and CRM systems.
  • Account Setup and Maintenance: Handle the setup and maintenance of client accounts, performance reporting, billing, and document management.
  • RMD Calculations and Distributions: Coordinate annual RMD calculations and distributions.
  • Data Analysis: Provide data exports and ad-hoc analysis as required.
Requirements
  • Education: Bachelor's degree in Finance, Business, or related fields (preferred).
  • Experience: Minimum 3 years of experience in a similar role within a financial services firm.
  • Technical Skills: Strong proficiency in Microsoft Office, with hands-on experience working with RIA custodians. Proficiency with Charles Schwab, Salentica Engage or Microsoft Dynamics, and Tamarac.
  • Knowledge: Broad knowledge of Investment Advisory practices, with a solid understanding of wealth management, security types, cost basis, and trading processes.
  • Soft Skills: Strong time management skills and a collaborative spirit, with a proven ability to share team responsibilities and manage workflows.
  • CRM and Portfolio Management: Demonstrated proficiency in CRM and portfolio management software, with the ability to navigate multiple systems simultaneously.
  • Excel Skills: Competency in creating and using basic formulas in Excel for data analysis and financial reporting.
What We Offer
  • Comprehensive Benefits Package: Health Insurance Benefits, Retirement Savings, Time Off, and more.
  • Competitive Compensation: A reasonable estimate of the current range for the full-time position is $36.00-$40.00 Per Hour.


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