Senior Client Service Leader, Wealth Management Ops

AON PLC; Bethesda (MD); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

Wealthspire Advisors is seeking a Client Service AVP to support advisor teams and clients through complex account operations, onboarding, and ongoing maintenance. The role requires expert-level technical knowledge and excellent client communication, with the ability to independently resolve complex issues across custodial work.

Key responsibilities include owning onboarding for complex clients, managing custodial inquiries, handling asset movements, processing retirement rollovers, and

Qualifications

• Bachelor's degree or related experience 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 CRM/custodian platform knowledge.
• 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 client onboarding for complex accounts.
• Manage custodial inquiries and account maintenance to resolution.
• Handle all asset movement requests from initiation to completion.
• Process retirement account rollovers and asset transfers.
• Coordinate offboarding notifications and manage returned mail/abandoned property.
• Provide proactive communication with clients and advisor teams.
• Ensure accuracy and timeliness of all custodian work.
• Independently resolve complex client issues without escalation.

Skills

Client Service Excellence

Operational Excellence

Team Collaboration

Professional Development

Education

Bachelor's degree

Tools

CRM systems

Custodial platforms

Microsoft Office Suite

Job description

Wealthspire Advisors is seeking a Client Service AVP to support advisor teams and clients through complex account operations, onboarding, and ongoing maintenance. The role requires expert-level technical knowledge and excellent client communication, with the ability to independently resolve complex issues across custodial work.

Key responsibilities include owning onboarding for complex clients, managing custodial inquiries, handling asset movements, processing retirement rollovers, and