Client Services Associate: Private Wealth Operations
Waldron Private Wealth
A financial services firm based in Wayne, Pennsylvania is seeking a Client Service Associate to support its Client Services department. The role involves processing documentation related to custodial matters, providing administrative support, assisting with client transactions, and managing client onboarding. Candidates will also be responsible for document management for the department and generating various reports. This role is essential for ensuring smooth operations and excellent client service. #J-18808-Ljbffr Waldron Private Wealth
Vacancy posted 2 days ago
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