Client Service Associate, Wealth Management Operations

NFP Corp; Potomac (MD); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Job summary

Wealthspire Advisors LLC is seeking a Client Service Associate to support advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns 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.

Qualifications

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

CRM systems

Custodial platforms

Microsoft Office Suite

Time management

Organizational skills

Education

Bachelor’s degree in Finance

Related field preferred

Tools

CRM systems

Custodian websites

Job description

Wealthspire Advisors LLC is seeking a Client Service Associate to support advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns 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.