Senior Client Service Leader, Wealth Management Ops
Listed on 2026-10-06
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Finance & Banking
Wealth Management
Wealthspire Advisors is seeking a Client Service AVP to support advisor teams and clients through complex account operations, onboarding, and ongoing maintenance. The role requires expert-level technical knowledge and excellent client communication, with the ability to independently resolve complex issues across custodial work.
Key responsibilities include owning onboarding for complex clients, managing custodial inquiries, handling asset movements, processing retirement rollovers, and
We are seeking a motivated Senior Client Service Leader, Wealth Management Ops to join AON PLC in Bethesda, MD, United States.
Step into the Senior Client Service Leader, Wealth Management Ops role at AON PLC in Bethesda, MD, United States and grow with us.
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