Client Onboarding & Service Associate
Listed on 2026-10-17
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Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
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 and learn custodial procedures with guidance from senior team members.
The CSA takes ownership of tasks from initiation through completion, escalating complex issues as needed. A positive, client‑oriented approach is essential.
The Client Onboarding & Service Associate position in the Finance, Management & Operations field is open for applications.
The Client Onboarding & Service Associate role at Wealthspire is now open for applications in Madison, WI, United States.
Join us at Wealthspire as our next Client Onboarding & Service Associate in Madison, WI, United States.
We are currently recruiting a Client Onboarding & Service Associate for our team in Madison, WI, United States.
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