Wealth Management Client Services Specialist

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

Benefits offered by this job

PTO and paid holidays

401(k) with match

Job summary

Wealthspire Advisors is seeking a Client Service Associate to support advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members.

The position emphasizes accuracy in custodian work, proactive client interaction, and ongoing professional development, with training from Senior CSAs and leadership.

Qualifications

• Bachelor’s degree preferred in Finance, Economics, or related field.
• Experience in financial services or related industry.
• Strong organizational and time management skills.
• Proficiency with Microsoft Office Suite.

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

Client orientation

Communication skills

Time management

Interpersonal skills

Education

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

Tools

CRM systems

Microsoft Office

Job description

Wealthspire Advisors is seeking a Client Service Associate to support advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members.

The position emphasizes accuracy in custodian work, proactive client interaction, and ongoing professional development, with training from Senior CSAs and leadership.