Client Services & Onboarding Specialist

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

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.