Senior Client Services Associate - Wealth Ops & Onboarding

AON PLC; West Hartford, Northern (CT, KY); Hybrid; USD 70,000 - 85,000; Full time

Job summary

Wealthspire Advisors is seeking a Senior Client Service Associate to support advisor teams and clients through onboarding and ongoing maintenance. You will own end-to-end account onboarding, manage custodial activity, and ensure accuracy across custodian workflows.

The role requires strong communication, high professionalism, and the ability to work independently while upholding privacy and compliance. A Bachelor's degree and 2–5 years in financial services are preferred; proficiency with CRM

Qualifications

• Bachelor's degree or related experience 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.
• 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, retirement coding reconciliations, and general account maintenance.
• Handle all asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, journals.
• Process retirement account rollovers, reconciliation of transferred assets, and annuity rollovers through completion.
• Coordinate offboarding client notifications and manage returned mail/abandoned property accounts.
• Provide proactive communication with clients and advisor teams throughout all account-related matters.

Skills

Client service

Communication

Organizational skills

Problem solving

Mentorship

Education

Bachelor's degree in finance/economics

Tools

CRM systems

Custodial platforms

Microsoft Office

Job description

Wealthspire Advisors is seeking a Senior Client Service Associate to support advisor teams and clients through onboarding and ongoing maintenance. You will own end-to-end account onboarding, manage custodial activity, and ensure accuracy across custodian workflows.

The role requires strong communication, high professionalism, and the ability to work independently while upholding privacy and compliance. A Bachelor's degree and 2–5 years in financial services are preferred; proficiency with CRM