Financial Services Client Onboarding Specialist
Job in
Annapolis, Anne Arundel County, Maryland, 21403, USA
Listed on 2026-07-16
Listing for:
AON PLC
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Wealthspire Advisors is seeking a Client Service Associate to support advisor teams and clients through account operations, onboarding, and ongoing maintenance. You will build foundational technical knowledge, develop client communication skills, and learn custodial work with guidance from senior team members, owning tasks from start to finish.
This role emphasizes client service excellence, accuracy, and collaboration within a growing wealth management firm.
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