Client Service Associate — Onboarding & Accounts

AON PLC; Melville (NY); On-site; USD 70,000 - 80,000; Full time

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, develop client communication skills, and learn to manage custodial work with guidance from senior team members.

The CSA takes ownership of responsibilities from initiation through completion, escalating complex matters as needed, including onboarding, custodial inquiries, asset movements,

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field preferred.
• Relevant experience in financial services or a related industry.
• Strong computer skills, including proficiency with Microsoft Office Suite.
• Experience with CRM systems and custodial platforms preferred.
• Excellent organizational and time management skills.
• Commitment to professional growth and development.

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 custodial staff from initiation to completion.
• Support retirement account rollovers and reconciliation of transferred assets.
• Assist with Separately Managed Account and subdocument processing.
• Coordinate offboarding client notifications and returned mail accounts.
• Provide proactive communication with clients and advisor teams.

Skills

Client service

Communication

Microsoft Office

CRM systems

Attention to detail

Time management

Education

Bachelor’s degree in Finance/Economics or related field

Tools

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, develop client communication skills, and learn to manage custodial work with guidance from senior team members.

The CSA takes ownership of responsibilities from initiation through completion, escalating complex matters as needed, including onboarding, custodial inquiries, asset movements,