California Licensed Client Services Specialist

Supporting ultra-high-net-worth client relationships, the full-time Senior Client Services Specialist, Family Office will manage day-to-day servicing of client accounts, coordinate onboarding processes, and execute client transactions while collaborating with advisors and cross-functional teams. Key responsibilities Manage the servicing of Family Office client accounts, including account opening, maintenance, and custodial requests Coordinate new client onboarding, including account setup and document management Support alternative investment operations and execute client transactions with accuracy and urgency Required qualifications 5+ years of client service or operations experience in wealth management, preferably within an RIA Experience supporting high-net-worth or ultra-high-net-worth clients Familiarity with RIA custodians, particularly Charles Schwab, and investment products Strong knowledge of account registrations and alternative investment operations Proficiency in CRM and portfolio management systems