Senior Client Service & Onboarding Lead

Aon plc; Potomac (MD); Hybrid; 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 an AVP, Client Service to support advisor teams and clients through complex account onboarding, ongoing maintenance, and custodial work. You will own client relationships and act as a subject matter expert for the team.

The role requires expert-level technical knowledge, outstanding communication with clients, and the ability to independently resolve complex issues while ensuring accuracy and timeliness across custodial activities.

Qualifications

• Bachelor's degree, or related experience in finance, economics, or a 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.

Responsibilities

• Own end-to-end client 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 excellence

Professional communication

Complex issue resolution

Relationship management

Organizational skills

CRM proficiency

Education

Bachelor's degree, or related experience

Tools

CRM systems

Custodial platforms

Job description

Wealthspire Advisors is seeking an AVP, Client Service to support advisor teams and clients through complex account onboarding, ongoing maintenance, and custodial work. You will own client relationships and act as a subject matter expert for the team.

The role requires expert-level technical knowledge, outstanding communication with clients, and the ability to independently resolve complex issues while ensuring accuracy and timeliness across custodial activities.