Client Services & Onboarding Specialist
Waldron Private Wealth
A financial services firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive operational and administrative support to the Client Services department. The ideal candidate will process custodial documentation, assist with client transactions, and manage account records effectively. Strong organizational skills and excellent communication are essential for this role. Responsibilities include creating reports and supporting client onboarding processes. #J-18808-Ljbffr
Vacancy posted 19 hours ago
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