What are the responsibilities and job description for the Client Service Associate position at WALDRON PRIVATE WEALTH?
Waldron Private Wealth (Waldron) is looking to fill a hybrid administrative position and 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:
- 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 CSS 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 CSS 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. - Other duties as assigned.