Client Service Associate — Wealth Management Specialist

Wealthspire Advisors; Town of Florida (NY); On-site; USD 63,000 - 66,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Equal Employment Opportunity employer

Job summary

Wealthspire Advisors 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 their responsibilities from initiation through completion, escalating complex matters as needed.

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

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 computer skills

Excellent organizational skills

Time management

Professionalism and communication

Interpersonal skills

Education

Bachelor’s degree in Finance, Economics, or a related field

Tools

Microsoft Office Suite

CRM systems

Custodial platforms

Job description

Wealthspire Advisors 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 their responsibilities from initiation through completion, escalating complex matters as needed.