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.

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.

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

Senior Client Services Specialist, Family Office

Key skills