Job Description

About the Company :

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.

About the Role:

• 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.

Qualifications :

• 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, LLC’s and/or LP’s required.
• Minimum of 1 year of experience working with Sales Force, Sharepoint, WealthCentral and NetX360 preferred.

Summary :

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
• Dental and Vision coverage
• Life Insurance
• Short and Long Term Disability
• 401(k) Profit Sharing
• Paid Time Off
• Financial Planning Advice

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