Senior Client Service Specialist – Wealth Management

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

Benefits offered by this job

PTO & paid holidays

401(k) with match

Career development

Job summary

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

The Senior CSA owns responsibilities from initiation through completion, collaborating across teams and upholding privacy and security standards.

Qualifications

• Bachelor's degree or related experience in finance, economics, or a related field.
• 2–5 years of experience in financial services or a related field.
• Strong computer skills including proficiency with Microsoft Office Suite.
• Experience with CRM systems and custodial platforms is 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 and reconciliations.
• Handle asset movement requests with clients and custodial level from initiation to completion (checks, wires, ACH, journals).
• Process retirement account rollovers and reconcile transferred assets; manage annuity rollovers through completion.
• Facilitate Separately Managed Accounts and subdocument processing; coordinate offboarding notifications and returned mail accounts.
• Provide proactive communication with clients and advisor teams throughout all account-related matters; ensure accuracy and timeliness of custodian work.

Skills

CRM systems

Custodial platforms

MS Office

Time management

Communication skills

Education

Bachelor's degree in finance/related field

Tools

CRM systems

Custodial platforms

Microsoft Office Suite

Job description

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

The Senior CSA owns responsibilities from initiation through completion, collaborating across teams and upholding privacy and security standards.