Wealthspire Advisors LLC seeks an experienced Client Service AVP to own complex client onboarding and custody operations. You will manage intricate account maintenance, asset movements, and rollover processing while guiding teammates and ensuring policy compliance.
You will lead cross‑functional collaboration with advisor teams and maintain high client service standards, privacy, and security across custodial platforms.
#J-18808-LjbffrSenior Client Service Lead – Wealth Management in potomac at Unknown Company
This position is listed as full time and onsite.