Client Services Specialist or Senior Client Services Specialist

A Client Services Specialist or Senior Client Services Specialist at Aldrich Wealth delivers exceptional service and support to clients, ensuring their needs are met efficiently and professionally. The role involves managing Schwab brokerage accounts, coordinating client onboarding, and maintaining accurate records in portfolio management and CRM systems. This position requires strong communication skills and a proactive approach to problem-solving to build and maintain positive client relationships.