Client Solutions Associate

Wealthspire; Annapolis (MD); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

PTO and paid holidays

401(k) with match

Job summary

Wealthspire Advisors, based in Annapolis, MD, is seeking a Client Service Associate to support advisor teams and clients through account operations, onboarding, and ongoing maintenance.

You will build foundational technical knowledge, develop client communication skills, and learn 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 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

Microsoft Office

CRM systems

Client service

Organizational skills

Time management

Communication skills

Education

Bachelor's degree in Finance or Economics

Tools

CRM platforms

Custodial platforms

Custodian websites

Job description

Wealthspire Advisors, based in Annapolis, MD, is seeking a Client Service Associate to support advisor teams and clients through account operations, onboarding, and ongoing maintenance.

You will build foundational technical knowledge, develop client communication skills, and learn 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.