Client Service Associate

Job Description

Job Description

Waldron Private Wealth is seeking a motivated, organized, and detail-oriented professional to join our team. This individual will provide essential operational and administrative support to our $1–5M segment team. This position offers significant growth potential—within 2–3 years, we envision the role expanding to include responsibilities in wealth management, such as financial analysis, client and prospect deliverables, and technical planning, as well as in investments, including market research and portfolio reporting.

In this role you will :

• Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
• Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
• Assist with 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.
• Assist in the research and gathering of information to resolve a client issue.
• Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details, client document filing, etc.).
• Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
• Provide document management for CS department and other departments including document naming and uploading to document management system.
• Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

Requirements :

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 :

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