Client Service Specialist

Wayne, PA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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 firms 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 individuals 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:

Bachelors 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 LLCs and/or LPs 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 Barrons 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

Required Experience:

Manager

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 individuals 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:

Bachelors 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 LLCs and/or LPs required.
Minimum of 1 year of experience working with Sales Force SharePoint WealthCentral and NetX360 preferred.

Summary:

At Waldron we offer our employees: