Associate, Client Service

Who We Are:Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.Summary:The Client Service Associate supports 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 CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.Essential Duties and Responsibilities:Process account onboarding, including preparation of Advisory Agreements and custodial account agreementsManage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenanceHandle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journalsSupport retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidanceAssist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documentsCoordinate offboarding client notifications and manage returned mail/abandoned property accountsProvide proactive communication with clients and advisor teams throughout all account-related mattersAssure accuracy and timeliness of all custodian workTechnical ExpertiseBuild foundational technical knowledge in operational mattersLearn custodial bulletins and proceduresUnderstand and comply with all financial regulationsMaintain high diligence in client privacy and securityDevelop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resourcesMaintain required logs and supporting documentation for compliance-related purposesTeam CollaborationObserve and learn from client meetings within areas of expertiseReceive training and mentorship from Senior Client Service Associates and leadershipProvide support to Advisor Associates, Lead Advisors, and Service AdvisorsSupport process improvement initiatives and follow established proceduresAssist in maintaining standard templates, policies, procedures, and materialsEmbrace and adopt new technology solutionsContribute positively to office culture, morale, and team collaborationEscalate issues and requests to appropriate personnel when necessaryQualifications:Bachelor's degree in Finance, Economics, or a related field preferredRelevant experience in financial services or a related industryStrong computer skills, including proficiency with Microsoft Office SuiteExperience with CRM systems and custodial platforms preferredExcellent organizational and time management skillsCommitment to professional growth and developmentClient Service ExcellenceStrong client orientation with focus on creating positive experiencesProfessionalism and developing communication skills (verbal and written)Willingness to learn issue resolution techniquesInterpersonal skills and relationship development abilitiesOperational ExcellenceStrong organizational, planning, and prioritization skillsAttention to detail and commitment to delivering quality workAbility to handle multiple tasks while maintaining accuracy and meeting deadlinesDeveloping problem-solving and decision-making capabilitiesWillingness to build technical proficiency in relevant systems and custodian platformsProfessional DevelopmentQuick learner with the ability to adapt to new challenges.Open to change and committed to continuous improvement.Technology-oriented, with a focus on incorporating best practices.Proactive in seeking feedback and asking questionsWhat We Offer:Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $60,000 -$72,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.Wealthspire is an inclusive Equal Employment Opportunity employer.Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws.