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Client Services Associate

  • Full Time
  • Anywhere

Waldron Private Wealth

Waldron Private Wealth — Southeastern, Chester County

Waldron Private Wealth (Waldron) is looking for a Client Service Associate to provide operational and administrative assistance to the Client Services (CS) department. In this role you will: Process forms and documentation for custodial related items including opening new accounts, setting up standing instructions, adding beneficiaries to accounts, etc. Provide administrative support to CS departm…

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About this role & career path

Working in Southeastern, Chester County

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