Client Services Associate
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Job Location:
Monthly Salary:
Posted on:
6 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:
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.
Required Experience:
Junior IC
About Company
Elevate your wealth strategy with Waldron's personalized financial planning and investment advice.
