Wealth Client Experience Specialist
Listed on 2026-10-31
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Finance & Banking
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Customer Service/HelpDesk
Waldron Private Wealth is seeking a Client Service Specialist to provide operational and administrative support to the Client Services Department and deliver concierge-level service to high net‑worth clients.
The role focuses on building client relationships, resolving issues, onboarding new clients, and coordinating with custodians and professionals to support financial planning activities. Strong CRM skills and financial services experience are required.
This role, Wealth Client Experience Specialist at Waldron Private Wealth, could be your next opportunity.
The following role is for a Wealth Client Experience Specialist with Waldron Private Wealth.
Our team is growing, and we are hiring a Wealth Client Experience Specialist in PA, United States.
This role is for the Wealth Client Experience Specialist role at Waldron Private Wealth.
We are seeking a motivated Wealth Client Experience Specialist to join Waldron Private Wealth in PA, United States.
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