S'INSCRIRE
Retour aux emplois
XX
Client Services AssociateWaldron Private Wealth • Plymouth, Minnesota, United States
Trouver des emplois similaires

Cette offre d'emploi n'est plus disponible

XX

Client Services Associate

Waldron Private Wealth
  • US
    Plymouth, Minnesota, United States
  • US
    Plymouth, Minnesota, United States
Trouver des emplois similaires

À propos

Job Description

Job Description

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 department for various requests including preparing FedEx mailings, postage and envelopes, faxing, emailing, filing, making copies, scanning docs, generating reports, and other administrative related items as requested.
  • Assist with client transactions (e.g. cash management, insurance, tax payments, real estate transactions, payments, receivables, etc.) within the custodian system via check, EFT, wire
  • Plymouth, Minnesota, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

Cette offre a été publiée par l’un de nos partenaires. Vous pouvez consulter l’offre originale ici.

Trouver des emplois similaires