Private Wealth Client Experience Specialist

Socket.dev; Wayne (PA); On-site; USD 55,000 - 85,000; Full time

Job summary

Waldron Private Wealth is seeking a Client Service Specialist to provide operational and administrative support to the Client Services Department and concierge-level service for high-net-worth clients.

You will build client relationships, resolve issues, and assist with onboarding and ongoing account administration across trusts, LLCs, and other entities. Strong financial acumen and experience with CRM systems are essential.

Qualifications

• Bachelor’s degree in finance or related field; substitution allowed.
• Min 3 years of experience in the financial industry.
• Min 1 year of experience with investment accounts and retirement accounts preferred.
• Min 1 year of experience with Salesforce, SharePoint, Wealthscape, and VeoOne preferred.

Responsibilities

• Build and maintain strong client relationships to ensure retention and client satisfaction.
• Gather, research, and resolve standard client issues; complex issues with guidance from a Team Lead.
• Implement financial planning strategies including IRA contributions/conversions, 401k rollovers, etc.
• Manage onboarding of new clients including account openings and transfers.
• Set up and maintain client transactions within custodian systems (check, EFT, wire).
• Collaborate with internal and external partners to serve client needs.
• Create and maintain accurate client records in CRM and custodians.
• Oversee and track liquid assets and accounts (e.g., hedge funds).
• Create, analyze, and distribute reports from custodian/data platforms.
• Track and verify client/prospect pipeline activity.

Skills

Client relationships

Financial acumen

Communication

Time management

Education

Bachelor’s degree in finance

Tools

Salesforce

SharePoint

Wealthscape

VeoOne

Job description

Waldron Private Wealth is seeking a Client Service Specialist to provide operational and administrative support to the Client Services Department and concierge-level service for high-net-worth clients.

You will build client relationships, resolve issues, and assist with onboarding and ongoing account administration across trusts, LLCs, and other entities. Strong financial acumen and experience with CRM systems are essential.