Client Service Associate, Wealth Management & Onboarding

Wealthspire; Madison (WI); On-site; USD 50,000 - 58,000; Full time

Benefits offered by this job

401(k) with match

PTO & paid holidays

Performance-based incentives

Job summary

Wealthspire is seeking a Client Service Associate in the Madison area to support advisor teams with account operations, onboarding, and ongoing maintenance. You will build foundational knowledge, develop client communication skills, and learn to manage custodial work under guidance from senior teammates.

The role requires handling onboarding, inquiries, asset movements, rollovers, and document processing while maintaining privacy and compliance. Strong organizational and CRM skills are essential.

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
• Strong client orientation with focus on creating positive experiences
• Professionalism and developing communication skills (verbal and written)
• Willingness to learn issue resolution techniques
• Interpersonal skills and relationship development abilities

Responsibilities

• Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
• Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
• Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
• 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

Strong client orientation

Organizational skills

Time management

Interpersonal skills

Professional communication

Education

Bachelor’s degree in Finance / Economics / related field

Tools

CRM systems

Custodial platforms

Microsoft Office Suite

Job description

Wealthspire is seeking a Client Service Associate in the Madison area to support advisor teams with account operations, onboarding, and ongoing maintenance. You will build foundational knowledge, develop client communication skills, and learn to manage custodial work under guidance from senior teammates.

The role requires handling onboarding, inquiries, asset movements, rollovers, and document processing while maintaining privacy and compliance. Strong organizational and CRM skills are essential.