Overview
This role involves providing high-touch operational client service for the organization’s Family Office division, supporting ultra-high-net-worth (UHNW) client relationships in partnership with advisors and senior team members.
You will support complex client structures and manage a variety of operational workflows, including alternative investment operations, custodial service requests, client onboarding, reporting processes, billing, and ongoing account maintenance.
Responsibilities
- Manage 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 client onboarding, including account setup, regulatory disclosures, CRM and portfolio system administration, and document management.
- Execute client transactions accurately and with urgency, including wires, ACHs, journals, transfers, tax payments, and other service requests.
- 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 and maintain strong relationships with clients, custodians, and internal partners while contributing to workflow improvements, team knowledge-sharing, and cross-functional support.
Requirements
- 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 and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills.
Preferred Qualifications
- 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.
Compensation & Benefits
- Salary range: $75,000-$105,000 + DOE
- Variable compensation program eligibility may apply.
Benefits include:
- 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
- Paid time off: 4 weeks 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
Location & Work Schedule
- Full-time role.
- Generally requires availability during standard office hours Monday–Friday, 8 AM–5 PM Pacific Time to support collaboration with teams and clients.
- May be based in one of the local offices, hybrid, or fully remote in California, Oregon, and Washington.
- Applications will also be accepted 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.
Additional Information
- Resume submission required; cover letter is optional.
- Agency resumes are not accepted, and the employer is not responsible for fees related to unsolicited resumes.