Senior Client Service Associate — Onboarding & Operations
Listed on 2026-10-06
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Customer Service/HelpDesk
Customer Service Rep, Bank Customer Service
Wealthspire Advisors is seeking a Senior Client Service Associate to support advisor teams and clients through onboarding, account operations, and ongoing maintenance. This role requires strong technical knowledge, excellent client communication, and the ability to work independently while ensuring accuracy across custodial work. The Sr.
CSA takes full ownership from initiation through completion. Join a collaborative team committed to privacy, security, and delivering superior client
For the Senior Client Service Associate — Onboarding & Operations position at Aon, we are reviewing applications now.
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This posting is for the Senior Client Service Associate — Onboarding & Operations role at Aon, based in West Hartford, CT, United States.
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