Client Service Associate

Job Description

About Wealthspire Advisors:

Wealthspire Advisors is a Fee-Only Fiduciary with 20 locations across the East Coast, West Coast, Midwest, and Mid-Atlantic regions. They specialize in providing exceptional service to clients, combining tailored portfolios with personalized financial plans and dedicated service teams. Their goal is to simplify clients’ financial lives and help them achieve their aspirations. They emphasize a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, they benefit from extensive corporate resources and business partnerships. This Client Service Associate position supports their wealth management division, not their insurance or retirement divisions.

Job Description: Client Service Associate

This role focuses on building and maintaining strong relationships with clients, advisors, and other team members. The Client Service Associate will be the primary point of contact for many client interactions, handling requests such as:

• Money movement: Facilitating transactions.
• Account balance inquiries: Responding to client requests for account information.
• Check re-orders: Processing requests for replacement checks.
• Charitable giving confirmations: Verifying charitable donations.
• Paperwork management: Ensuring the smooth flow of client documents.
• Phone calls: Answering and resolving client inquiries.

The position requires efficient use of a CRM application to manage tasks, update client information, and streamline processes. Specific CRM functions include:

• Submitting and assigning tasks.
• Running dialogues (onboarding/offboarding clients, new contracts, RMD requests).
• Creating and updating contact information.
• Utilizing dashboard features for task tracking.
• Running reports.

Other responsibilities include collaborating with other Wealthspire teams, preparing client paperwork and communications (letters/emails), assisting advisors with scheduling, and confirming appointments with clients.

Required Skills and Abilities:

• Numerical accuracy and attention to detail
• Ability to prioritize tasks and work in a team environment
• Resourcefulness and problem-solving skills
• Professional appearance and demeanor
• Proficiency in Microsoft Office (experience with CRM, portfolio management, and document management software is a plus)
• Personal integrity and professional initiative

Education and Experience:

• College degree preferred; new graduates with business/finance-related degrees and relevant experience (internships) are considered.
• 1-2 years of related industry experience preferred; experience in financial planning or the securities industry is helpful.