Client Service Associate, Wealth Management Support

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

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Job summary

Wealthspire is seeking an Associate, Client Service to support advisor teams with account onboarding and maintenance. This role builds foundational technical knowledge and develops client communication skills while learning custodial workflows under guidance from senior team members.

Responsibilities include onboarding, custodial inquiries, asset movement requests, retirement account rollovers, and maintaining client profiles.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field preferred.
• Experience in financial services or a related industry.
• Proficiency with Microsoft Office and CRM systems.

Responsibilities

• Process account onboarding and prepare advisory and custodial agreements.
• Handle custodial inquiries and maintain accounts through resolution.
• Manage asset movements (checks, wires, ACH, journals) from initiation to completion.
• Support retirement account rollovers and reconciliation of transferred assets.
• Assist with subdocuments and client profile sheets.
• Coordinate offboarding notifications and manage returned mail.
• Provide proactive client communication and ensure custodian work is accurate.

Skills

Strong computer skills

CRM experience

Client service orientation

Time management

Education

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

Tools

Microsoft Office Suite

Custodial platforms

CRM systems

Job description

Wealthspire is seeking an Associate, Client Service to support advisor teams with account onboarding and maintenance. This role builds foundational technical knowledge and develops client communication skills while learning custodial workflows under guidance from senior team members.

Responsibilities include onboarding, custodial inquiries, asset movement requests, retirement account rollovers, and maintaining client profiles.