Senior Client Service Associate — Onboarding & Operations

Aon; West Hartford (CT); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

PTO

Paid holidays

401(k) with match

Job summary

Wealthspire Advisors is seeking a Senior Client Service Associate to support advisor teams and clients through onboarding, account operations, and ongoing maintenance. This role requires strong technical knowledge, excellent client communication, and the ability to work independently while ensuring accuracy across custodial work. The Sr.

CSA takes full ownership from initiation through completion. Join a collaborative team committed to privacy, security, and delivering superior client

Qualifications

• Bachelor's degree or related experience in finance/economics or related field.
• 2–5 years of experience in financial services or related field.
• Strong computer skills including proficiency with Microsoft Office Suite.
• Experience with CRM systems and custodial platforms required.
• Excellent organizational and time management skills.
• Commitment to professional growth and development.

Responsibilities

• Own end-to-end account onboarding, including preparation of Advisory Agreements and custodial account agreements.
• Manage custodial inquiries and account maintenance through resolution, including complex or escalated matters, retirement coding reconciliations, and general account maintenance.
• Handle all asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, journals.
• Process retirement account rollovers, reconciliation of transferred assets, and annuity rollovers through completion.
• Facilitate Separately Managed Accounts 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, including sensitive or complex client situations.
• Assure accuracy and timeliness of all custodian work.

Skills

Client service

Communication

Organization

Team collaboration

Mentorship

Problem solving

Education

Bachelor's degree in finance/economics or related field

Tools

Microsoft Office Suite

CRM systems

Custodian platforms

Job description

Wealthspire Advisors is seeking a Senior Client Service Associate to support advisor teams and clients through onboarding, account operations, and ongoing maintenance. This role requires strong technical knowledge, excellent client communication, and the ability to work independently while ensuring accuracy across custodial work. The Sr.

CSA takes full ownership from initiation through completion. Join a collaborative team committed to privacy, security, and delivering superior client