Associate, Client Service

Who We Are:

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

This is a hybrid position with in-office flexibility 2-3 days a week.

Summary:

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. This CSA will support our wealth management division (not our insurance or retirement divisions).

Job Responsibilities:

• Develop and maintain strong relationships with clients, advisors and other team members across the firm.
• Full awareness of assigned client base – who they are, any special needs they might have, ongoing tasks for each client relationship, etc.
• Coordinate directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
• Communicate effectively with advisors and internal teams regarding open tasks, client needs, etc. in order to ensure we are meeting clients’ expectations and delivering exceptional service.
• Regularly interface with clients as an extension of the advisory teams.
• Have a strong pulse on client account activity. Monitor for issues and escalate accordingly.
• Liaise with custodians as needed. Maintain good rapport with service teams and escalate issues for resolution in a timely manner.
• Stay informed on our investment approach and how it intersects with the client process and experience.
• Maintain client data in the CRM – ensuring full, accurate data is entered for assigned client base.  updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
• Assist Onboarding Specialist with onboarding clients at custodians.
• Manage complex client needs
• Acts as a mentor/trainer for new team members
• Perform other duties as and when needed.

Qualifications:

• College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience.
• Minimum two years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful).
• Numerical accuracy and attention to detail (required).
• 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.

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.

Do you see yourself excelling in this position?

Don’t hesitate to apply, even if you don’t meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We’re eager to learn about your unique talents and experiences.

What We Offer:

NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $50,000 – $70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You… Better together!

NFP, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.