Client Services Manager

Description

We are seeking an experienced and highly responsive professional to join our dynamic team as a Client Services Manager for our Private Wealth division.  Ideal candidates will be self-driven, detail-oriented problem solvers with exceptional skills at building strong relationships both internally and externally to support and promote a positive client experience. This role is crucial in enhancing and maintaining our high net worth clients’ connections within the firm. 

Why Aldrich

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 $6 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/.

Requirements

You'll Get a Chance To

• Manage the Private Wealth Client Services Team with responsibility for training, coaching, and professional development. 
• Oversee the quality, accuracy, and timeliness of all aspects of the Client Services team’s work.
• Work directly with Partners, Management, and Advisors on outside-the-box client and firm-related requests. 
• Liaise with custodial service teams, vendors, and any other third parties. 
• Resolve escalated client issues swiftly and positively.
• Utilize your deep level of industry knowledge to provide leadership to the team in resolving service-related matters. 
• Evaluate and improve Client Services process and training, including maintenance, development, and adherence to Standard Operating Procedures and the Client Services Manual.
• Participate in software conversions and new software implementations.
• Provide training to Aldrich staff members on Wealth-specific software to support processes, efficiencies, and protocols.

What You Bring to the Team

• Bachelor’s degree from an accredited college/university or applicable years of experience in the Financial Services industry.
• Minimum of 7-10 years of experience in the Financial Services industry.
• Minimum three years of experience supervising others.
• Extensive experience with portfolio management software(s), contact management software(s), and strong Microsoft Office and Outlook skills.

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:

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
• You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

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 full-time position is $110,000-$130,000 annual salary.

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 – Fr