Client Services Associate

Waldron Private Wealth

Job Location:

Wayne, PA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.

In this role you will:

Process forms and documentation for custodial related items including opening new accounts setting up standinginstructions adding beneficiaries to accounts etc.
Provide administrative support to CS department for various requests including preparing FedEx mailings postageand envelopes faxing emailing filing making copies scanning docs generating reports and other administrativerelated items as requested.
Assist with client transactions (e.g. cash management insurance tax payments real estate transactions paymentsreceivables 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. contactdetails client document filing etc.).
Assist with managing accounts with a third-party portfolio aggregator including adding new accounts codingtransactions addressing account issues and running reports as requested.
Provide document management for CS department and other departments including document naming anduploading to document management system.
Create and distribute various reports from custodian and data aggregation platforms for internal and externalcustomers.

Experience/Education Requirements:

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

Required Experience:

Junior IC

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.In this role you will:Process forms and documentation for custodial related items including opening new accounts ...