Private Wealth Client Services Specialist

Waldron Private Wealth

Bridgeville (Allegheny County)

On-site

USD 55,000 - 75,000

Full time

8 days ago

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Job summary

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

You will build and maintain client relationships, support onboarding, manage transactions, and prepare reports while coordinating with internal teams and external professionals to ensure top-tier client experiences.

Qualifications

Bachelor’s Degree in finance or related field required or equivalent experience.
Minimum of three (3) years of experience in the financial industry.
Minimum of one (1) year with investment accounts, retirement accounts, hedge funds, private equities, trusts, LLCs/LPs.
Experience with Salesforce, Sharepoint, Wealthscape, and VeoOne preferred.

Responsibilities

Build and maintain strong client relationships to ensure retention and satisfaction.
Gather, research, and resolve standard client issues; escalate complex cases with guidance.
Implement financial planning strategies such as IRA contributions/conversions and 401k rollovers.
Manage onboarding for new clients including account openings and transfer requests.
Set up and maintain client transactions within custodian systems via check, EFT, or wire transfers.
Collaborate with firm staff and external professionals to serve clients' needs.
Create and maintain accurate client records in CRM and custodians' systems.
Oversee and track liquid assets and accounts, including hedge funds and alternatives.
Create, analyze, and distribute reports from custodian and data platforms.
Track and verify client/prospect pipeline activity.