Accounting & Finance

Client Service Specialist

Waldron Private Wealth · Wayne, PA

$77k/yr (est.)Posted 6h agoAccounting & Finance

Position summary

Waldron Private Wealth (Waldron) is looking for a Client Service Specialist to provide operational and administrative assistance to the Client Services (CS) Department and 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,…

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