Wealth Management Client Services Associate

Aon; 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 seeks a Client Service Associate to support advisor teams and clients through account onboarding, maintenance, and execution of custodian tasks. You will build foundational knowledge and grow proficiency with CRM, custodial platforms, and regulatory compliance.

The role emphasizes client service excellence, collaboration with senior staff, and the ability to manage multiple tasks with attention to detail. Competitive salary and benefits offered.

Qualifications

• Bachelor's degree preferred; finance/related field
• Relevant experience in financial services or related industry
• Strong computer skills including Microsoft Office
• Experience with CRM systems and custodial platforms preferred

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
• 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 Suite

Time management

Organizational skills

Communication skills

Professional growth

Education

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

Tools

CRM systems

Custodial platforms

Microsoft Office

Job description

Wealthspire Advisors seeks a Client Service Associate to support advisor teams and clients through account onboarding, maintenance, and execution of custodian tasks. You will build foundational knowledge and grow proficiency with CRM, custodial platforms, and regulatory compliance.

The role emphasizes client service excellence, collaboration with senior staff, and the ability to manage multiple tasks with attention to detail. Competitive salary and benefits offered.