Client Service Associate — Onboarding & Accounts
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-08-01
Listing for:
AON PLC
Full Time
position Listed on 2026-08-01
Job specializations:
-
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 to manage custodial work with guidance from senior team members.
The CSA takes ownership of responsibilities from initiation through completion, escalating complex matters as needed, including onboarding, custodial inquiries, asset movements,
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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