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Client Service Specialist

Client Service Specialist

Waldron Private WealthWayne, PA, US
3 days ago
Job type
  • Full-time
  • Quick Apply
Job description

Waldron Private Wealth (Waldron) is seeking a motivated, organized, and task oriented individual.

This individual will be responsible for assisting the Client Service (CS) department in their effort to provide concierge level administrative service for the firm’s high net-worth clients.   In this role you will :

  • Build and maintain strong client relationships to ensure retention and client satisfaction.
  • Gather, research and resolve standard client related issues and concerns.
  • To resolve more complex client related issues and concerns, work with the guidance of a Team Lead.
  • Implement financial planning strategies including, but not limited to, IRA contributions / conversions, 401k rollovers, life Insurance, gifting, charitable contributions, etc.
  • Manage the onboarding process of new clients by facilitating or overseeing account openings, transfer requests and account reconciliations for individual’s Trusts, LLCs, LPs, etc.
  • Set up and maintain various client transactions (e.g. cash management, insurance, tax payments, real estate transactions, payments, receivables, etc.) within the custodian system via check, EFT, wire transfer, etc.
  • Collaborate with other firm employees and external accountants, attorneys, centers of influence individuals, trustees and financial entities involved in the process to serve the needs of the client.
  • Create and maintain accurate client records (e.g. contact details, client document filing, etc.).
  • Oversee and track liquid assets / accounts including, but not limited to, alternative assets, hedge fund holdings, etc.
  • Evaluate existing, and create new, life insurance policies by running illustrations, completing applications, coordinating medical exams, gathering medical records and policy delivery.
  • Create, analyze and distribute various reports from custodian and data aggregation platforms for internal and external customers.
  • Track and verify client / prospect pipeline activity.

Requirements :

  • Bachelor’s degree in finance or related field required.
  • Demonstrated related experience may be substituted for preferred education.
  • Minimum of 3 years of experience within the financial industry required.
  • Minimum of 1 year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC’s and / or LP’s required.
  • Minimum of 1 year of experience working with Sales Force, SharePoint, WealthCentral, and NetX360 preferred.

    • Summary :

  • Waldron is a boutique wealth management firm that advises a select group of multigenerational families, business owners, and corporate executives.
  • We are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management.
  • Waldron has been consistently ranked as a top financial advisor by industry leading publications including Barron’s, Forbes, and the Financial Times.

    • At Waldron we offer our employees :

  • Comprehensive medical benefits Dental and Vision coverage Life Insurance Short and Long Term Disability 401(k) Profit Sharing Paid Time Off Financial Planning Advice Powered by JazzHR
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    Client Service Specialist • Wayne, PA, US