Client Service Associate, Wealth Management & Onboarding
Listed on 2026-10-06
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Customer Service/HelpDesk
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Finance & Banking
Wealthspire is seeking a Client Service Associate in the Madison area to support advisor teams with account operations, onboarding, and ongoing maintenance. You will build foundational knowledge, develop client communication skills, and learn to manage custodial work under guidance from senior teammates.
The role requires handling onboarding, inquiries, asset movements, rollovers, and document processing while maintaining privacy and compliance. Strong organizational and CRM skills are essential.
As a Client Service Associate, Wealth Management & Onboarding, you will play an important part at Wealthspire in Madison, WI, United States.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Client Service Associate, Wealth Management & Onboarding role at Wealthspire, based in Madison, WI, United States.
We are looking to fill the Client Service Associate, Wealth Management & Onboarding position at Wealthspire in Madison, WI, United States.
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