Client Services Associate

Waldron Private WealthPlymouth, MI

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Job Description

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department.In this role you will:

Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc.
Provide administrative support to CS department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
Assist with 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.
Assist in the research and gathering of information to resolve a client issue.
Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details, client document filing, etc.).
Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
Provide document management for CS department and other departments including document naming and uploading to document management system.
Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

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FAQs About Client Services Associate 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 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.