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Client Service Associate: Onboarding & Custodian Ops
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-08-03
Listing for:
AON PLC
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Wealthspire Advisors, a leading wealth management firm, seeks a Client Service Associate to support advisor teams and clients through account onboarding and ongoing maintenance. You will build foundational technical knowledge, develop client communication skills, and learn custodial work with guidance from senior team members.
Responsibilities include processing onboarding, managing custodial inquiries, asset movements, and retirement account rollovers, with emphasis on accuracy and regulatory
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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