Client Service Specialist

Ann Arbor, MI, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Type:

Hourly

Rate:

Range $16.00 - $22.00

Work Schedule

Standard Hours

Benefits

Health Insurance

Dental Insurance

Paid Time Off

Retirement Plan

Professional Development

performance bonuses

Flexible work schedule

Job Description

Waldron Private Wealth (Waldron) is a distinguished wealth management firm dedicated to providing personalized financial services to high net-worth clients. With a reputation for excellence and a focus on building enduring client relationships, Waldron emphasizes a client-centric approach, ensuring each individual’s financial goals and needs are carefully considered and addressed. As a firm, Waldron strives to deliver concierge-level administrative support, making complex financial processes seamless and efficient for its clients. The firm operates with a commitment to integrity, transparency, and tailored strategies that empower clients to secure and grow their wealth effectively.

The Client Service role at Waldron ... Show More

Job Requirements

Bachelor's degree in finance or related field required
Demonstrated related experience may be substituted for preferred education
Minimum of 3 years of experience within the financial industry required
Minimum of 1 year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLCs or LPs required
Minimum of 1 year of experience working with Sales Force, Sharepoint, WealthCentral and NetX360 preferred

Job Qualifications

Bachelor's degree in finance or related field
Minimum of 3 years of experience within the financial industry
Minimum of 1 year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLCs or LPs
Minimum of 1 year of experience working with Sales Force, Sharepoint, WealthCentral or NetX360 preferred
Strong interpersonal and communication skills
Ability to manage multiple tasks and prioritize effectively
Detail-oriented with strong organizational skills
Proficient in financial software and technology

Job Duties

Build and maintain strong client relationships to ensure retention and client satisfaction
Gather, research and resolve standard client related issues and concerns
Implement financial planning strategies including IRA contributions, 401k rollovers, life insurance, gifting, charitable contributions
Manage the onboarding process of new clients by facilitating account openings, transfer requests and account reconciliations for Trusts, LLCs, LPs
Set up and maintain various client transactions within custodian systems via check, EFT, wire transfer
Collaborate with other firm employees and external accountants, attorneys, trustees and financial entities to serve client needs
Create and maintain accurate client records
Oversee and track liquid assets/accounts including alternative assets and hedge fund holdings
Evaluate existing and create new life insurance policies by running illustrations, completing applications, coordinating medical exams
Create, analyze and distribute reports from custodian and data aggregation platforms
Track and verify client/prospect pipeline activity

Job Qualifications

Experience

Mid Level (3-7 years)

Job Location

We didn't receive the exact location for this job posting,

please contact the employer.

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