Wealth Client Services Associate — Onboarding & Transactions
Job in
Plymouth, Wayne County, Michigan, 48170, USA
Listed on 2026-08-22
Listing for:
Waldron Private Wealth
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Services, Office Administrator/ Coordinator
Job Description & How to Apply Below
Waldron Private Wealth is seeking a Client Service Associate to support the Client Services department with operational and administrative tasks. The role involves handling custodial documentation, onboarding, client records, and reporting.
The ideal candidate has an Associate's degree in finance or related field and at least one year of finance industry experience, with preference for knowledge of investment accounts and related services.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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