Client Service Associate, Wealth Management Operations

Aon; Indianapolis (IN); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

PeopleFirst culture

Job summary

Wealthspire Advisors in Indianapolis seeks a Client Service Associate to support advisor teams through account operations, onboarding, and ongoing maintenance. You will build foundational technical knowledge, strengthen client communications, and learn custodial workflows with guidance from senior teammates.

Responsibilities include onboarding new accounts, maintaining custodial records, processing asset movements, and supporting retirement rollovers and subdocument processing.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field
• Experience in financial services or a related industry
• Strong computer skills, including Microsoft Office Suite

Responsibilities

• Process account onboarding and advisory agreements
• Manage custodial account maintenance and inquiries
• Handle asset movement requests (checks, wires, ACH, journals)
• Support retirement account rollovers and asset transfers
• Assist with client profile sheets and subscription documents
• Provide proactive client communication and escalation as needed

Skills

Client service

Communication

Time management

Attention to detail

Team collaboration

Education

Bachelor's degree in Finance or Economics

Tools

CRM systems

Custodian platforms

Microsoft Office

Job description

Wealthspire Advisors in Indianapolis seeks a Client Service Associate to support advisor teams through account operations, onboarding, and ongoing maintenance. You will build foundational technical knowledge, strengthen client communications, and learn custodial workflows with guidance from senior teammates.

Responsibilities include onboarding new accounts, maintaining custodial records, processing asset movements, and supporting retirement rollovers and subdocument processing.