Wealth Client Experience Specialist

Waldron Private Wealth; Northern (KY); Hybrid; USD 50,000 - 65,000; 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 deliver concierge-level service to high net‑worth clients.

The role focuses on building client relationships, resolving issues, onboarding new clients, and coordinating with custodians and professionals to support financial planning activities. Strong CRM skills and financial services experience are required.

Qualifications

• Bachelor’s degree in finance or related field is required or demonstrated equivalent experience.
• Minimum 3 years of experience in the financial industry.
• At least 1 year of experience with investment accounts, retirement accounts, hedge funds, private equities, trusts, LLCs or LPs.
• 1 year of experience with Salesforce, SharePoint, Wealthscape and VeoOne is preferred.

Responsibilities

• Build and maintain strong client relationships to ensure retention and satisfaction.
• Gather and resolve standard client issues; escalate complex ones with guidance from team lead.
• Assist in implementing financial planning strategies including IRA contributions/conversions, 401k rollovers, life insurance, gifting, charitable contributions, etc.

Skills

Client relations

Issue resolution

CRM usage

Data reporting

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 deliver concierge-level service to high net‑worth clients.

The role focuses on building client relationships, resolving issues, onboarding new clients, and coordinating with custodians and professionals to support financial planning activities. Strong CRM skills and financial services experience are required.