Client Service Associate: Onboarding & Custodian Ops

AON PLC; Boca Raton (FL); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

401(k) with match

PTO & paid holidays

Performance-based incentives

Job summary

Wealthspire Advisors, a leading wealth management firm, seeks a Client Service Associate to support advisor teams and clients through account onboarding and ongoing maintenance. You will build foundational technical knowledge, develop client communication skills, and learn custodial work with guidance from senior team members.

Responsibilities include processing onboarding, managing custodial inquiries, asset movements, and retirement account rollovers, with emphasis on accuracy and regulatory

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• Relevant experience in financial services or related industry.
• Strong computer skills, including 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.
• Handle asset movement requests with clients and custodial level from initiation to completion.
• 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

Client communication

Microsoft Office

Organizational skills

Time management

Adaptability

Education

Bachelor’s degree in Finance/Economics or related field

Tools

CRM systems

Custodian platforms

Microsoft Office Suite

Job description

Wealthspire Advisors, a leading wealth management firm, seeks a Client Service Associate to support advisor teams and clients through account onboarding and ongoing maintenance. You will build foundational technical knowledge, develop client communication skills, and learn custodial work with guidance from senior team members.

Responsibilities include processing onboarding, managing custodial inquiries, asset movements, and retirement account rollovers, with emphasis on accuracy and regulatory