Client Service Associate

Waldron Private Wealth; Bridgeville (Allegheny County); Hybrid; USD 45,000 - 50,000; Full time

Job summary

Waldron Private Wealth is seeking a motivated Client Services Associate to provide administrative support and concierge-level service to high net-worth clients. This hybrid role involves handling client transactions and documentation while assisting in research and issue resolution, requiring strong organizational and client service skills.

Qualifications

• Experience with investment accounts, retirement accounts, hedge funds, private equities preferred.
• Minimum of one year of relevant experience in the financial industry.

Responsibilities

• Process custodial forms and documentation including new accounts and beneficiary updates.
• Provide administrative support for Client Service department requests.
• Assist clients with transactions and onboarding processes.

Skills

Organizational skills

Task-oriented

Client service

Education

Associate degree in finance

Bachelor's degree in finance

Job description

1 week ago Be among the first 25 applicants

Waldron Private Wealth (Waldron) is looking to fill a hybrid administrative position and is seeking a motivated, organized and task oriented individual. This individual will be responsible for assisting the Client Service (CS) department in their effort to provide concierge level administrative service for the firm's high net-worth clients.

In this role you will

• Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
• Provide administrative support to CSS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports and other administrative related items as requested.
• Assist with 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.
• 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. contact details, client document filing, etc.).
• Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues and running reports as requested.
• Provide document management for CSS department and other departments including document naming and uploading to document management system.
  
  

Create and distribute various reports from custodian and data aggregation platforms for internal and external customers. * Other duties as assigned. * Associate degree in finance or related field required. Bachelor's degree in finance or related field preferred. Demonstrated related experience may be substituted for preferred education. * Minimum of one (1) year of experience within the financial industry preferred. * Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC's and/or LP's preferred.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

Referrals increase your chances of interviewing at Waldron Private Wealth by 2x

Sign in to set job alerts for “Client Services Associate” roles.

Pittsburgh, PA $45,000.00-$50,000.00 2 weeks ago

Pittsburgh, PA $400.00-$800.00 2 months ago

Private Client Associate- Canonsburg, PA

Reimbursement Support Coordinator – Monroeville, PA

Veterinary Client Services Representative- Part Time, Evenings

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.