Client Service Associate

Waldron Private Wealth; Pennsylvania; On-site; USD 40,000 - 60,000; Full time

Job summary

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.

Qualifications

• Strong organizational and administrative skills.
• Excellent communication skills, both written and verbal.
• Ability to multitask and manage competing priorities.

Responsibilities

• Process forms and documentation for custodial related items.
• Provide administrative support to the CS department.
• Assist clients with transactions within the custodian system.
• Manage onboarding of new clients and maintain accurate records.
• Generate reports and manage document uploads.

Job description

Overview

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.

Responsibilities

• 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 CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning documents, 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 CS 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.