Wealthspire
Senior Client Service Associate: Onboarding & Solutions
Wealthspire, Westport, Connecticut, us, 06889
A leading wealth management firm in Connecticut is seeking a Senior Associate, Client Service to support clients and advisor teams with account operations and maintenance. This role requires strong technical knowledge and excellent communication skills, with responsibilities including onboarding, custodial inquiries, and asset movement. Candidates should have a bachelor's degree, 2-5 years of experience in financial services, and proficiency in Microsoft Office and CRM systems. The position offers a salary range of $80,000 to $95,000.
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