Client Service Associate — Financial Advisory Support

National Financial Partners; Madison (WI); On-site; USD 42,000 - 68,000; Full time

Job summary

Wealthspire Advisors is seeking an Associate, Client Service to forge and nurture relationships with clients, advisors, and teams across the firm. You will handle money movement requests, account balances, check re-orders, and charitable giving confirmations, while efficiently managing client paperwork and CRM workflows.

The role supports scheduling, communication, and documentation tasks, serving as a reliable point of contact to resolve issues and ensure a seamless client experience.

Qualifications

• College degree preferred; new grads with business/finance degree and internship/work experience considered.
• Minimum two years of directly related industry experience preferred; experience in financial planning helpful.
• Numerical accuracy and attention to detail required.
• Ability to prioritize tasks and work in a team.
• Professional appearance and proactive attitude.
• CRM/portfolio/document management software experience a plus; MS Office proficiency required.

Responsibilities

• Develop and maintain strong relationships with clients, advisors and team members.
• Interact with clients regarding money movement, account balances, check re-orders and charitable giving confirmations.
• Manage distribution/receipt of clients' paperwork.
• Answer phone calls, resolve issues, and take messages as needed.
• Use CRM to submit tasks, onboarding/offboarding, update contacts, and track current work.
• Collaborate with Wealthspire teams to prepare and submit client paperwork.
• Prepare client letters and emails as needed.
• Assist advisors with scheduling client meetings and calendar management.
• Confirm appointments with clients via email or phone.
• Perform other duties as needed.

Skills

Relationship building

Communication

Organization

Team player

Attention to detail

Education

College degree (preferred)

Finance/business degree (optional)

Tools

CRM software

Portfolio management software

Document management software

Microsoft Office

Job description

Wealthspire Advisors is seeking an Associate, Client Service to forge and nurture relationships with clients, advisors, and teams across the firm. You will handle money movement requests, account balances, check re-orders, and charitable giving confirmations, while efficiently managing client paperwork and CRM workflows.

The role supports scheduling, communication, and documentation tasks, serving as a reliable point of contact to resolve issues and ensure a seamless client experience.