Client Service Associate: Onboarding & Custody Ops

Aon plc; Madison (WI); On-site; USD 42,000 - 64,000; Full time

Job summary

Wealthspire Advisors is seeking a Client Service Associate to support advisor teams with account onboarding, maintenance, and client communications. You will build foundational technical knowledge and learn custodial workflows under senior guidance.

Key duties include onboarding documents, custodial inquiries, asset movements, and retirement account rollovers, collaborating with advisors to ensure accurate, timely service.

Qualifications

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

Responsibilities

• Onboard clients and prepare advisory and custodial agreements.
• Manage custodial inquiries and account maintenance through resolution.
• Process asset movement requests (checks, wires, ACH, journals).
• Support retirement account rollovers and reconciliation of transfers.
• Assist with managed accounts and document processing.
• Coordinate notifications and maintain client profiles and templates.

Skills

CRM proficiency

Microsoft Office

Time management

Client service mindset

Communication skills

Education

Bachelor’s degree in Finance/Economics or related field

Tools

CRM systems

Custodian platforms

Office software suites

Job description

Wealthspire Advisors is seeking a Client Service Associate to support advisor teams with account onboarding, maintenance, and client communications. You will build foundational technical knowledge and learn custodial workflows under senior guidance.

Key duties include onboarding documents, custodial inquiries, asset movements, and retirement account rollovers, collaborating with advisors to ensure accurate, timely service.