Wealth Management Client Services Associate

AON PLC; Potomac (MD); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Job summary

Wealthspire Advisors in Potomac, MD, is seeking a Client Service Associate to support advisor teams and clients through account onboarding, operations, and ongoing maintenance. You will build foundational knowledge, develop client communication skills, and learn to manage custodial work with guidance from senior team members.

The CSA takes ownership from initiation through completion, escalating complex matters as needed while ensuring accuracy, privacy, and timely custodian-related

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field preferred.
• Relevant experience in financial services or a related industry.
• Strong computer skills, including proficiency with Microsoft Office Suite.
• Experience with CRM systems and custodial platforms preferred.
• Excellent organizational and time management skills.
• Commitment to professional growth and development.

Responsibilities

• Process account onboarding, including preparation of Advisory Agreements and custodial account agreements.
• Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance.
• Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals.
• Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance.
• Assist with Separately Managed Account 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.
• Assure accuracy and timeliness of all custodian work.

Skills

CRM systems

Custodial platforms

Microsoft Office

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

CRM systems

Custodial platforms

Microsoft Office

Job description

Wealthspire Advisors in Potomac, MD, is seeking a Client Service Associate to support advisor teams and clients through account onboarding, operations, and ongoing maintenance. You will build foundational knowledge, develop client communication skills, and learn to manage custodial work with guidance from senior team members.

The CSA takes ownership from initiation through completion, escalating complex matters as needed while ensuring accuracy, privacy, and timely custodian-related