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Client Service Specialist

Company: Waldron Private Wealth
Location: Novi
Posted on: May 15, 2022

Job Description:

Job DescriptionWaldron 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 Specialist (CSS) department in their effort to provide concierge level administrative service for the firm's high net-worth clients. The ideal candidate will be located near Detroit, MI and be required to occasionally travel to the Pittsburgh office during onboarding and periodically post hire (estimated to be one time/year). 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.What you need:
    • Associate degree in finance or related field required. Bachelor's degree in finance or related field preferred. Demonstrated related experience may be substituted for preferred education.
    • Minimum of one (1) year of experience within the financial industry preferred.
    • Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC's and/or LP's preferred.About Us:Waldron is a boutique wealth management firm that advises a select group of multigenerational families, business owners and corporate executives. We are dedicated to providing our clients with comprehensive financial planning and independent, goal-based investment management. Waldron has been consistently ranked as a top financial advisor by industry leading publications including Barron's, Forbes, and the Financial Times.At Waldron we offer our employees:Comprehensive medical benefits – currently we cover 100% of your medical premium!Dental and Vision coverageLife InsuranceShort and Long Term Disability401(k) Profit SharingPaid Time OffFinancial Planning AdvicePowered by JazzHR1hl9n2wNoS

Keywords: Waldron Private Wealth, Novi , Client Service Specialist, Accounting, Auditing , Novi, Michigan

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