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Client Service Specialist
Job Location:
Job Location:
Detroit, MI - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
22 August 2026 (13 days ago)
Posted:
Application Deadline:
27 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Waldron Private Wealth (Waldron) is looking for a Client Service Specialist to provideoperational and administrative assistance to the Client Services (CS) Department andconcierge 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 Client Service 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 estatetransactions 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 individualstrustees 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.) in our CRM and with our custodians and third-party providers.
- Oversee and track liquid assets/accounts including but not limited to alternative assets hedge fund holdings etc.
- Create analyze and distribute various reports from custodian and data aggregation platforms for internal andexternal customers.
- Track and verify client/prospect pipeline activity.
Experience/Education Requirements:
- Bachelors Degree in finance or related field required. Demonstrated related experience may besubstituted for required education.
- Minimum of three (3) years of experience within the financial industry required.
- Minimum of one (1) year of experience with investment accounts retirement accounts hedgefunds private equities trust accounts LLCs and/or LPs required.
- Minimum of one (1) year of experience working with Salesforce Sharepoint Wealthscape andVeoOne preferred.
Required Experience:
Senior IC
About Company
Elevate your wealth strategy with Waldron's personalized financial planning and investment advice.
