Client Service Specialist
Waldron Private Wealth
Client Service Specialist
Waldron Private Wealth (Waldron) is looking for a Client Service Specialist to provide operational and administrative assistance to the Client Services (CS) Department and concierge level administrative service for the firm's 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 individual's 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.) 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 and external customers.
- Track and verify client/prospect pipeline activity.
Experience/Education Requirements:
- Bachelor's Degree in finance or related field required. Demonstrated related experience may be substituted 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, hedge funds, private equities, trust accounts, LLC's and/or LP's required.
- Minimum of one (1) year of experience working with Salesforce, Sharepoint, Wealthscape, and VeoOne preferred.
Vacancy posted 4 days ago
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