Client Service Associate: Financial Operations & Onboarding
Job in
Melville, Suffolk County, New York, 11775, USA
Listed on 2026-08-03
Listing for:
AON PLC
Full Time
position Listed on 2026-08-03
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. The role builds foundational technical knowledge and client communication skills.
You will learn custodial processes, manage asset movements, and coordinate with custodians, ensuring accuracy and timely completion under supervision.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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