Wealth Client Services Specialist | Private Banking Ops
Listed on 2026-10-07
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Finance & Banking
Private Banking, Business Administration, Banking & Finance
Waldron Private Wealth in Wayne, PA is seeking a Client Service Specialist to provide operational and administrative support to the Client Services department, delivering concierge level service for the firm's high net-worth clients.
You will build client relationships, manage onboarding and account openings, and coordinate transactions while ensuring accurate records in our CRM and with custodians. Collaboration with accountants, attorneys, trustees, and financial entities is essential.
We are seeking a motivated Wealth Client Services Specialist | Private Banking Ops to join Waldron Private Wealth in Wayne, PA, United States.
This is an excellent position to take on the Wealth Client Services Specialist | Private Banking Ops role at Waldron Private Wealth.
As a Wealth Client Services Specialist | Private Banking Ops, you will play an important part at Waldron Private Wealth in Wayne, PA, United States.
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