Client Service Specialist
Waldron Private WealthPlymouth, MI
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Life Insurance
401k Matching/Retirement Savings
Job Description
Waldron Private Wealth (Waldron) is looking for a Client Service Specialist to provide operational and administrative assistance to the Client Services (CS) Department and concierge level administrative service for the firm’s high net-worth clients.
In this role you will:
- Build and maintain strong client relationships to ensure retention and client satisfaction.
- Gather, research, and resolve standard client related issues and concerns. To resolve more complex client related issues and concerns, work with the guidance of a Client Service Team Lead.
- Implement financial planning strategies including, but not limited to, IRA contributions/conversions, 401k rollovers, life insurance, gifting, charitable contributions, etc.
- Manage the onboarding process of new clients by facilitating or overseeing account openings, transfer requests and account reconciliations for individual’s Trusts, LLCs, LPs, etc.
- Set up and maintain various client transactions (e.g. cash management, insurance, tax payments, real estate transactions, payments, receivables, etc.) within the custodian system via check, EFT, wire transfer, etc.
- Collaborate with other firm employees and external accountants, attorneys, centers of influence individuals, trustees, and financial entities involved in the process to serve the needs of the client.
- Create and maintain accurate client records (e.g. contact details, client document filing, etc.) in our CRM and with our custodians and third-party providers.
- Oversee and track liquid assets/accounts including, but not limited to, alternative assets, hedge fund holdings, etc.
- Create, analyze, and distribute various reports from custodian and data aggregation platforms for internal and external customers.
- Track and verify client/prospect pipeline activity.
Experience/Education Requirements:
- Bachelor’s Degree in finance or related field required. Demonstrated related experience may be substituted for required education.
- Minimum of three (3) years of experience within the financial industry required.
- Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC’s and/or LP’s required.
- Minimum of one (1) year of experience working with Salesforce, Sharepoint, Wealthscape, and VeoOne preferred.
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FAQs About Client Service Specialist Jobs at Waldron Private Wealth
What is the work location for this position at Waldron Private Wealth?
This job at Waldron Private Wealth is located in Plymouth, MI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Waldron Private Wealth?
Employer has not shared pay details for this role.
What employment applies to this position at Waldron Private Wealth?
Waldron Private Wealth lists this role as a Full-time position.
What experience level is required for this role at Waldron Private Wealth?
Waldron Private Wealth is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Waldron Private Wealth for this role?
Waldron Private Wealth offers following benefits: Life Insurance and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Waldron Private Wealth?
You can apply for this role at Waldron Private Wealth either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.