Client Onboarding & Service Associate

Wealthspire; Madison (WI); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Inclusive employer

Job summary

Wealthspire Advisors is seeking a Client Service Associate to support advisor teams and clients through account operations, onboarding, and ongoing maintenance. You will build foundational technical knowledge and learn custodial procedures with guidance from senior team members.

The CSA takes ownership of tasks from initiation through completion, escalating complex issues as needed. A positive, client‑oriented approach is essential.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field preferred.
• Relevant experience in financial services or a related industry is a plus.
• Strong computer skills and proficiency with Microsoft Office Suite.

Responsibilities

• Process account onboarding, including advisory and custodial agreements.
• Manage custodial inquiries and account maintenance through resolution.
• Handle asset movement requests (checks, wires, ACH, journals) end-to-end.
• Support retirement account rollovers and asset reconciliation.
• Assist with Subdocument processing and client profile documentation.
• Coordinate offboarding notifications and maintain records for compliance.
• Provide proactive client and advisor communication throughout matters.

Skills

CRM systems

Microsoft Office

Time management

Communication skills

Education

Bachelor's degree in Finance, Economics, or a related field

Tools

CRM platforms

Custodian platforms

Job description

Wealthspire Advisors is seeking a Client Service Associate to support advisor teams and clients through account operations, onboarding, and ongoing maintenance. You will build foundational technical knowledge and learn custodial procedures with guidance from senior team members.

The CSA takes ownership of tasks from initiation through completion, escalating complex issues as needed. A positive, client‑oriented approach is essential.