1 client systems support specialist job at 1 company in Independence, OR
1mo
Save
Mark Applied
Hide
Senior Client Services Specialist, Family Office
Lake Oswego or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service/operations experience in wealth management supporting high-net-worth clients; Charles Schwab custodial experience; knowledge of account registrations, investment products, alternative investment operations, CRM/portfolio systems; Microsoft Office proficiency; strong communication and organization.
Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Charles Schwab Advisor Center