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.