Client Service Associate - Onboarding & Accounts

AON PLC; Bethesda (MD); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Job summary

Wealthspire Advisors is a leading wealth management and retirement advisory firm delivering services across the United States, Canada, and the United Kingdom. The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance, building foundational knowledge and client communication skills.

The role handles onboarding, custodial inquiries, asset movements, rollovers, document processing, and compliance, with mentorship from senior

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field preferred.
• Relevant experience in financial services or a related industry.
• Strong computer skills and familiarity with CRM and custodial platforms.

Responsibilities

• Process account onboarding, including preparation of Advisory Agreements and custodial account agreements.
• Manage custodial inquiries and account maintenance through resolution.
• Handle asset movement requests with clients and at the custodial level from initiation to completion.
• Support retirement account rollovers and reconciliation of transferred assets.
• Assist with Subdocument processing and client profile documentation.
• Coordinate offboarding notifications and manage returned mail accounts.
• Provide proactive communication with clients and advisor teams.
• Assure accuracy and timeliness of all custodian work.

Skills

Organizational skills

Time management

Client communication

Attention to detail

Education

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

Tools

CRM systems

Custodian platforms

Microsoft Office Suite

Job description

Wealthspire Advisors is a leading wealth management and retirement advisory firm delivering services across the United States, Canada, and the United Kingdom. The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance, building foundational knowledge and client communication skills.

The role handles onboarding, custodial inquiries, asset movements, rollovers, document processing, and compliance, with mentorship from senior