Senior Client Service Lead – Wealth Management

AON PLC; Potomac, Northern (MD, KY); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

Wealthspire Advisors LLC seeks an experienced Client Service AVP to own complex client onboarding and custody operations. You will manage intricate account maintenance, asset movements, and rollover processing while guiding teammates and ensuring policy compliance.

You will lead cross‑functional collaboration with advisor teams and maintain high client service standards, privacy, and security across custodial platforms.

Qualifications

• Bachelor's degree, or related experience, preferably in finance, economics, or related field
• 5+ years of experience in financial services with proven quality control and process proficiency
• Strong computer skills including proficiency with Microsoft Office Suite
• Advanced expertise with CRM systems and custodial platforms required
• Knowledge of RIA business model and service delivery
• Excellent organizational and time management skills
• Commitment to professional growth and leadership development

Responsibilities

• Own end-to-end account onboarding for complex clients, including preparation of Advisory Agreements and custodial account agreements
• Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and complex account maintenance
• Handle all asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, journals, and complex transactions
• Process retirement account rollovers, reconciliation of transferred assets, and annuity rollovers through completion with independent judgment
• 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, anticipating needs and delivering solutions
• Assure accuracy and timeliness of all custodian work
• Independently resolve complex client issues without escalation

Skills

Client service

Communication

Problem solving

Team leadership

Process improvement

Operational excellence

Strategic thinking

Mentoring

Adaptability

Education

Bachelor's degree or related experience

Tools

CRM systems

Custodial platforms

Microsoft Office Suite

Job description

Wealthspire Advisors LLC seeks an experienced Client Service AVP to own complex client onboarding and custody operations. You will manage intricate account maintenance, asset movements, and rollover processing while guiding teammates and ensuring policy compliance.

You will lead cross‑functional collaboration with advisor teams and maintain high client service standards, privacy, and security across custodial platforms.