Private Wealth Client Services Specialist

Waldron Private Wealth; Radnor Township (OH); On-site; USD 55,000 - 75,000; 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 offer concierge level service for the firm’s high net-worth clients.

You will build strong client relationships, resolve routine issues, and help implement financial planning strategies. This role manages onboarding, client transactions, and collaboration with accountants, attorneys, trustees, and other entities to serve client needs.

Qualifications

• Bachelor’s Degree in finance or related field.
• Minimum of three (3) years of experience within the financial industry.
• Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLCs and/or LP’s.
• Minimum of one (1) year of experience working 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 related issues; escalate complex issues to Team Lead.
• Implement financial planning strategies including IRA contributions/conversions, 401k rollovers, life insurance, gifting, charitable contributions.
• Manage onboarding of new clients including account openings, transfer requests and account reconciliations.
• Set up client transactions within the custodian system via check, EFT, or wire transfer.
• Collaborate with accountants, attorneys, trustees, and financial entities to serve client needs.
• Create and maintain accurate client records in CRM and with custodians/third-party providers.
• Oversee and track liquid assets/accounts including alternative assets and hedge funds.
• Create, analyze, and distribute reports from custodian and data platforms for internal/external customers.
• Track and verify client/prospect pipeline activity.

Skills

Client relationships

Issue resolution

Onboarding

CRM

Reports creation

Cross-functional collaboration

Education

Bachelor’s Degree in finance or related field

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 offer concierge level service for the firm’s high net-worth clients.

You will build strong client relationships, resolve routine issues, and help implement financial planning strategies. This role manages onboarding, client transactions, and collaboration with accountants, attorneys, trustees, and other entities to serve client needs.