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Office Administrator/ Coordinator

Client Services Associate: Private Wealth Operations

Job in Wayne, Delaware County, Pennsylvania, 19087, USA
Listing for: Waldron Private Wealth
Full Time position
Listed on 2026-05-31
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm based in Wayne, Pennsylvania is seeking a Client Service Associate to support its Client Services department. The role involves processing documentation related to custodial matters, providing administrative support, assisting with client transactions, and managing client onboarding. Candidates will also be responsible for document management for the department and generating various reports. This role is essential for ensuring smooth operations and excellent client service.
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Position Requirements
10+ Years work experience
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