Client Service Associate — Account Onboarding & Support

AON PLC; Town of Florida, Northern (NY, KY); Hybrid; USD 63,000 - 66,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Job summary

Wealthspire Advisors LLC is seeking a Client Service Associate to support advisor teams with onboarding, account operations, and ongoing maintenance. You will handle custodial tasks, asset movements, and client communications under senior guidance to ensure smooth service delivery.

The role emphasizes building system proficiency, compliance with regulations, and proactive client engagement in a collaborative wealth-management environment.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field preferred.
• Strong computer skills including proficiency with Microsoft Office Suite.
• Experience with CRM systems and custodial platforms preferred.
• Excellent organizational and time management skills.

Responsibilities

• Process account onboarding, including preparation of Advisory Agreements and custodial account agreements.
• Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance.
• Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals.
• Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance.
• Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents.
• Coordinate offboarding client notifications and manage returned mail/abandoned property accounts.
• Provide proactive communication with clients and advisor teams throughout all account-related matters
• Assure accuracy and timeliness of all custodian work

Skills

Microsoft Office Suite

CRM systems

Custodial platforms

Time management

Organizational skills

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

CRM systems

Custodial platforms

Job description

Wealthspire Advisors LLC is seeking a Client Service Associate to support advisor teams with onboarding, account operations, and ongoing maintenance. You will handle custodial tasks, asset movements, and client communications under senior guidance to ensure smooth service delivery.

The role emphasizes building system proficiency, compliance with regulations, and proactive client engagement in a collaborative wealth-management environment.