Top 687 Client services specialist Jobs in Canby Or

Senior Client Services Specialist, Family Office
Aldrich Wealth LP —Lake Oswego, OR
- $75,000 - $105,000 a year
- Full-time
- Hybrid work
- Finance
- Bachelor's degree
- US work authorization
- Profit sharing
- Paid parental leave
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Enrollment Specialist (Part-Time) (Fully-Remote) (PST Hours)
Phamily —Portland, OR
- $21 an hour
- Part-time
- Remote
- Organizational skills
- Communication skills
- Entry level
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Client Services Specialist/Senior Client Services Specialist
Aldrich Wealth LP —Lake Oswego, OR
- $36.05 - $45.67 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid parental leave
Quick Apply
Benefits Support Staff (Public Benefits Specialist, Entry) Preferred not required English/Spanish
Department of Human Services —Canby, OR
- $3,798 - $4,954 a month
- Overtime
- Microsoft Word
- Background check
- Spanish
- Loan forgiveness
1d
Client Relations & Logistics Specialist
Dorian Studio Inc —Portland, OR
- $35 - $40 an hour
- Full-time
- Background check
- Spanish
- Clean driving record
- Health savings account
- Health insurance
Quick Apply
10h
Client Service Specialist
Focus Partners Wealth —Portland, OR
- $70,000 - $75,000 a year
- Remote
- Research
- Mid-level
- Organizational skills
Eviction Prevention Specialist
NWFS —Portland, OR
- $28 an hour
- Hybrid work
- Background check
- Spanish
- English
- Health insurance
- Dental insurance
Patient Access Services Specialist
Prism Health —Portland, OR
- $23.17 - $27.16 an hour
- Full-time
- Typing
- Entry level
- Under 1 year
- Disability insurance
- Health insurance
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Emergency Veterinarian
DoveLewis Veterinary Emergency and Specialty Hospital —Portland, OR
- $140,000 - $215,000 a year
- Online Application
- Pass drug screening
- Mid-level
- Criminal background check
- Paid holidays
- Loan repayment program
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Contracting Operations Specialist
INTERLINK COE Networks & Programs —Hillsboro, OR
- $60,000 - $65,000 a year
- Full-time
- Office
- Administrative experience
- Project management
- Profit sharing
- Health insurance
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Financial Advisor - Tualatin, OR
COUNTRY Financial —Tualatin, OR
- Full-time
- CPA
- Mid-level
- Office
Job Coach
Pacific Opportunities —Portland, OR
- From $21 an hour
- Weekends as needed
- Background check
- 18 years or older
- Experience working with individuals with developmental disabilities
- Mileage reimbursement
- Paid holidays
Quick Apply
On Call QMHA Mental Health Associate - Mental Health 210
Telecare Corporation —Portland, OR
- $18.69 - $22.52 an hour
- Part-time
- Bachelor of Science
- Mid-level
- Residential
- Paid holidays
- Health insurance
Quick Apply
14d
QMHA Mental Health Worker - Residential Mental Health 210
Telecare Corporation —Portland, OR
- $18.69 - $22.52 an hour
- Overnight shift
- Bachelor of Science
- Mid-level
- Residential
- Paid holidays
- Health insurance
Quick Apply
11d
Medical Director (DVM)
Aloha Animal Medical Center —Aloha, OR
- $140,000 - $180,000 a year
- Surgery
- Senior level
- Radiology
- Continuing education credits
- Paid parental leave
9d
Lead Job Coach
Trellis LLC —Portland, OR
- From $23 an hour
- 8 hour shift
- Background check
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
8d
Part-Time Flex
Petco —Keizer, OR
- Part-time
- Surgery
- Computer skills
- Communication skills
- Health insurance
- 401(k)
Traveling Lead Installation Technician
C&C Installations —Portland, OR
- $22 - $28 an hour
- Full-time
- Customer service
- Mid-level
- Ability to lift 50 pounds
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Financial Advisor - Hillsboro, OR
COUNTRY Financial —Hillsboro, OR
- Full-time
- CPA
- Mid-level
- Office
BDC Service Specialist
Sunset Imports Inc —Beaverton, OR
- $20 - $23 an hour
- Full-time
- Driver's License
- 1 year
- Communication skills
- Paid training
- Paid holidays
Quick Apply

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client services specialist jobs near canby or

Senior Client Services Specialist, Family Office

Aldrich Wealth LP
Lake Oswego, OR

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Job Details

Full-time
$75,000 - $105,000 a year

Benefits

Profit sharing
Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching

Qualifications

Customer communication
Investment advisory support
Customer relationship building
Account maintenance
Investment management software
Managing clients in a customer support role
Investment account customer support
Sales management systems proficiency
Handling customer service requests
CRM system proficiency
Productivity software
Account opening

Full Job Description

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.

Why Aldrich Wealth

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/.

You'll Get a Chance To

Manage the day-to-day servicing of Family Office client accounts, including new account opening, account maintenance, complex account administration, and custodial requests for accounts held at Charles Schwab.
Coordinate new client onboarding, 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 within 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 Microsoft 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 related field.
Experience with Charles Schwab Advisor Center.
Family Office experience supporting trusts, foundations, entities, or multi-generational households.
Experience with Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, or similar platforms.

How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

Comprehensive Health Benefits and Retirement Savings:

Medical, dental, and vision 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 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.

What You Should Know

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.

To Apply

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

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Refine Your Search

client services specialist jobs in canby or

Senior Client Services Specialist, Family Office

Enrollment Specialist (Part-Time) (Fully-Remote) (PST Hours)

Client Services Specialist/Senior Client Services Specialist

Benefits Support Staff (Public Benefits Specialist, Entry) Preferred not required English/Spanish

Client Relations & Logistics Specialist

Client Service Specialist

Eviction Prevention Specialist

Patient Access Services Specialist

Emergency Veterinarian

Contracting Operations Specialist

Financial Advisor - Tualatin, OR

Job Coach

On Call QMHA Mental Health Associate - Mental Health 210

QMHA Mental Health Worker - Residential Mental Health 210

Medical Director (DVM)

Lead Job Coach

Part-Time Flex

Traveling Lead Installation Technician

Financial Advisor - Hillsboro, OR

BDC Service Specialist

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