Wealthspire

About the Company

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Listed Jobs

Company Name

Wealthspire

Job Title

Client Service Associate

Job Description

Job Title: Client Service Associate Role Summary: Provide front‑line support and relationship management for private‑wealth clients, handling inquiries, transaction requests, document workflows, and client communications. Expectations: - Deliver consistently accurate, detail‑oriented client service. - Maintain a high level of professionalism and confidentiality. - Act as a reliable point of contact for client and advisor needs, ensuring timely issue resolution and task completion. Key Responsibilities: - Build and sustain strong relationships with clients, advisors, and internal teams. - Respond to client requests including money movements, account balance inquiries, check re‑orders, charitable giving confirmations, and other service inquiries. - Manage distribution and receipt of client paperwork, ensuring secure and timely documentation. - Answer and triage client phone calls; resolve issues or route to appropriate personnel. - Utilize CRM to submit and assign tasks, run onboarding/offboarding dialogues, update contact information, track tasks via dashboard, and generate reports. - Coordinate with Wealthspire teams for client paperwork preparation and submission. - Draft client letters and emails; assist advisors with meeting scheduling and calendar management. - Confirm appointments with clients via email or phone. Required Skills: - Excellent written and verbal communication. - Strong numerical accuracy and attention to detail. - Ability to prioritize multiple tasks and work collaboratively. - Proficiency in Microsoft Office; experience with CRM, portfolio management, or document management software is advantageous. - Professional appearance, integrity, and proactive initiative. Required Education & Certifications: - College degree preferred (business, finance, or related field). - 1–2 years of related industry experience preferred; experience in financial planning or securities industry is a plus. - Valid driver’s license and reliable transportation preferred.

West hartford, United states

Hybrid

Junior

17-11-2025