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Client Services Associate

Waldron Private Wealth
Plymouth, MI
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Waldron Private Wealth (Waldron) is looking for a Client Service Associate ...
Details
Summary
About the job:
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...
Location:
Plymouth, MI
Job Type:
Full-Time
Permanent
Occupation:
Office Clerks, General
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
Built In
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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Company Name: Waldron Private Wealth
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