Wealth Management Client Services Associate
Aon
Wealthspire Advisors seeks a Client Service Associate to support advisor teams and clients through account onboarding, maintenance, and execution of custodian tasks. You will build foundational knowledge and grow proficiency with CRM, custodial platforms, and regulatory compliance. The role emphasizes client service excellence, collaboration with senior staff, and the ability to manage multiple tasks with attention to detail. Competitive salary and benefits offered. #J-18808-Ljbffr Aon
Vacancy posted 3 days ago
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