Senior Client Services Associate - Wealth Ops & Onboarding
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Services, Banking & Finance, Financial Sales
Wealthspire Advisors is seeking a Senior Client Service Associate to support advisor teams and clients through onboarding and ongoing maintenance. You will own end-to-end account onboarding, manage custodial activity, and ensure accuracy across custodian workflows.
The role requires strong communication, high professionalism, and the ability to work independently while upholding privacy and compliance. A Bachelor's degree and 2–5 years in financial services are preferred; proficiency with CRM
We are looking to fill the Senior Client Services Associate
- Wealth Ops & Onboarding position at AON PLC in West Hartford, CT, United States.
We have an opening for a Senior Client Services Associate
- Wealth Ops & Onboarding in West Hartford, CT, United States within Management & Operations, Sales.
This role, Senior Client Services Associate
- Wealth Ops & Onboarding at AON PLC, could be your next career step.
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