Senior Client Service Specialist - Wealth Mgmt

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

Benefits offered by this job

PTO & paid holidays

401(k) with match

Inclusive workplace

Job summary

Wealthspire Advisors is a leading wealth management firm seeking a Senior Client Service Associate to support advisor teams with account operations, onboarding, and ongoing maintenance.

The role requires strong technical knowledge, excellent client communication, and the ability to work independently while ensuring accuracy across custodial work. You will own processes from initiation to completion.

Qualifications

• Bachelor's degree in finance, economics, or related field.
• 2–5 years of experience in financial services or related field.
• Proficiency with Microsoft Office Suite.
• Experience with CRM systems and custodial platforms.

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 matters and reconcilations.
• Handle all asset movement requests with clients and custodial level from initiation to completion.
• Process retirement account rollovers and reconciliation of transferred assets.
• Coordinate offboarding client notifications and manage returned mail/abandoned property accounts.
• Provide proactive communication with clients and advisor teams throughout account-related matters.

Skills

Client service

Operational excellence

Communication

Time management

Education

Bachelor's degree

Tools

CRM systems

Custodial platforms

Job description

Wealthspire Advisors is a leading wealth management firm seeking a Senior Client Service Associate to support advisor teams with account operations, onboarding, and ongoing maintenance.

The role requires strong technical knowledge, excellent client communication, and the ability to work independently while ensuring accuracy across custodial work. You will own processes from initiation to completion.