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Document Services Associate Jobs (NOW HIRING)

Document repair orders, track work progress, and maintain accurate records of services performed ... Every associate at every level in the organization is prohibited from engaging in any form of ...

Document repair orders, track work progress, and maintain accurate records of services performed ... Every associate at every level in the organization is prohibited from engaging in any form of ...

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Document Services Associate information

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How much do document services associate jobs pay per hour?

As of Jun 6, 2026, the average hourly pay for document services associate in the United States is $26.49, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $33.65 per hour, depending on experience, location, and employer.
What cities are hiring for Document Services Associate jobs? Cities with the most Document Services Associate job openings:
What are the most commonly searched types of Document Services jobs? The most popular types of Document Services jobs are:
What states have the most Document Services Associate jobs? States with the most job openings for Document Services Associate jobs include:
Infographic showing various Document Services Associate job openings in the United States as of May 2026, with employment types broken down into 66% Full Time, 32% Part Time, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $55,090 per year, or $26.5 per hour.
Client Services Associate

Client Services Associate

Waldron Private Wealth

Wayne, PA • On-site

Full-time

This job post has expired today. Applications are no longer accepted.


Job description

Client Service Associate

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 transfer, etc.
  • Assist in the research and gathering of information to resolve a client issue.
  • Assist with the onboarding process of new clients by creating and maintaining accurate client records (e.g. contact details, client document filing, etc.).
  • Assist with managing accounts with a third-party portfolio aggregator including adding new accounts, coding transactions, addressing account issues, and running reports as requested.
  • Provide document management for CS department and other departments including document naming and uploading to document management system.
  • Create and distribute various reports from custodian and data aggregation platforms for internal and external customers.

Experience/Education Requirements:

  • Associate's Degree in finance or related field required, Bachelor's degree in finance or related field preferred. Demonstrated related experience may be substituted for required education.
  • Minimum of one (1) year of experience within the finance industry preferred.
  • Minimum of one (1) year of experience with investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLC's and/or LP's preferred.