Associate Client Service

JOB REQUIREMENTS: Posting Description 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. Summary of the Role: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 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 Technical Expertise Build foundational technical knowledge in operational matters Learn custodial bulletins and procedures Understand and comply with all financial regulations Maintain high diligence in client privacy and security Develop... For full info follow application link. Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status. Aon is committed to a diverse workforce and is an affirmative action employer. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/25DBCA7B8FE54BC6