Client Service Associate, Wealth Management
Listed on 2026-10-14
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Finance & Banking
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Customer Service/HelpDesk
Wealthspire Advisors seeks a Client Service Associate to support advisor teams and clients through onboarding, account maintenance, and ongoing communications. This role builds foundational technical knowledge and strong client-service skills.
The CSA will handle onboarding, custodial inquiries, asset movements, and coordination with custodians, under guidance from senior staff, in a role based in New York with a competitive base salary and benefits.
We invite applications for the Client Service Associate, Wealth Management position located in Town of Florida, NY, United States.
This posting is for the Client Service Associate, Wealth Management role at NFP Corp, based in Town of Florida, NY, United States.
We are looking to fill the Client Service Associate, Wealth Management position at NFP Corp in Town of Florida, NY, United States.
The Client Service Associate, Wealth Management role at NFP Corp is now open for applications in Town of Florida, NY, United States.
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