Client Service Specialist

Waldron Private Wealth (Waldron) is seeking a motivated, organized, and task oriented individual.

This individual will be responsible for assisting the Client Service (CS) department in their effort to provide 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 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.).
• Oversee and track liquid assets / accounts including, but not limited to, alternative assets, hedge fund holdings, etc.
• Evaluate existing, and create new, life insurance policies by running illustrations, completing applications, coordinating medical exams, gathering medical records and policy delivery.
• Create, analyze and distribute various reports from custodian and data aggregation platforms for internal and external customers.
• Track and verify client / prospect pipeline activity.

Requirements :

Summary :

At Waldron we offer our employees :