Sr. Associate, Client Service (Hybrid)

Who We Are

Wealthspire Advisors is a Fee-Only Fiduciary with 20+ locations throughout the East Coast, West Coast, Midwest, and Mid-Atlantic regions, specializing in exceptional service to clients that pairs tailored portfolios with a personalized financial plan and service team. With the ultimate goal of simplifying financial lives and helping clients fulfill their aspirations, our team believes in a culture of transparency, collaboration, and accountability. As a subsidiary of NFP Corp, we also have access to extensive corporate resources and business partners that few other independent registered investment advisory (RIA) firms offer.

Summary: As a Sr. Client Service Associate, you'll be instrumental in fostering strong client relationships and team collaboration within our dynamic firm. You'll handle diverse client needs—from financial transactions and account inquiries to charitable contributions—using advanced CRM tools for seamless operations. Collaborating closely with our teams, you'll support advisors with scheduling and administrative tasks, mentor new members, and ensure exceptional client service delivery. This role offers a unique opportunity to contribute to our commitment to excellence in client service and operational efficiency.

Essential Duties and Responsibilities:

• Develop and maintain strong relationships with clients, advisors and other team members across the firm.
• Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
• Manage distribution/receipt of clients’ paperwork.
• Answer phone calls, resolve issues, and/or take messages as needed.
• Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
• Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork.
• Prepare client letters/emails as needed.
• Manage complex client needs.
• Acts as a mentor/trainer for new team members.
• Assist advisors with scheduling client meetings and calendar management.
• Confirm appointments directly with clients, via email and/or phone.
• Perform other duties as and when needed.

Knowledge, Skills, and/or Abilities:

• Ability to prioritize tasks and work in a team environment. 
• Desire to learn, be resourceful, and think outside the box. 
• Professional appearance and manner.
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
• Continuously exhibits personal integrity and professional initiative and a personable attitude.

Education and/or Experience:

• Minimum 4 years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful).
• College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience.
• Numerical accuracy and attention to detail (required).
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

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