Client Service Associate

Plymouth, MA - USA

Monthly Salary: Not Disclosed

Posted on: 25-10-2025

Vacancies: 1 Vacancy

Job Summary

Waldron Private Wealthis seeking a motivated organized and detail-oriented professional to join our team. This individual will provide essential operational and administrative support to our $15M segment team. This position offers significant growth potentialwithin 23 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:

Bachelors degree in finance or related field required. Demonstrated related experience may be substituted for preferred education.
Minimum of 1 year of experience within the financial industry preferred.
Minimum of 1 year of experience with investment accounts retirement accounts hedge funds private equities trust accounts LLCs and/or LPs 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:

Junior IC

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:

Bachelors degree in finance or related field required. Demonstrated related experience may be substituted for preferred education.
Minimum of 1 year of experience within the financial industry preferred.
Minimum of 1 year of experience with investment accounts retirement accounts hedge funds private equities trust accounts LLCs and/or LPs preferred.

Summary:

At Waldron we offer our employees: