Associate, Client Service

We need to output HTML fragment with sections: About the role? Actually the posting includes "Who We Are", "Summary", "Essential Duties And Responsibilities", "Technical Expertise", "Team Collaboration", "Qualifications", "Client Service Excellence", "Operational Excellence", "Professional Development", "What We Offer". According to rules: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should map headings to those standard names? The instruction: "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests we should use those headings if applicable. But we can also use other headings? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Likely they want us to use those exact headings when appropriate. However the posting has sections like "Who We Are", "Summary", "Essential Duties And Responsibilities", etc. We need to decide which to keep. The instruction: "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". So we need to map content to appropriate headings. Likely we should use headings: About the role (maybe from Who We Are + Summary), Responsibilities (Essential Duties...), Requirements (Qualifications + Technical Expertise + Team Collaboration?), Skills (maybe from Technical Expertise, Client Service Excellence, Operational Excellence, Professional Development), Benefits (What We Offer), Pay (salary range), Schedule (not present). Since schedule not present, we should not include Schedule heading. We must not repeat job title as heading. No Job ID. We must preserve all substantive information. So we need to include all details from the posting, organized under those headings. We need to use

• for any list of duties/requirements/benefits, and

  for prose. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At end there is "Wealthspire is an inclusive Equal Employment Opportunity employer. #Wealthspire ASSOC015522". That's EEO boilerplate; we should remove it. Also maybe the line "Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers." That's part of Who We Are? It's substantive? It's about registration; might be considered boilerplate? It's not EEO but it's legal info. Might be considered boilerplate? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. That line is legal (registration). Might be considered legal boilerplate; safer to remove. However it's part of Who We Are description; but it's a standard disclosure. I'd remove it. Also remove duplicated lines. Now we need to craft sections. Let's extract content: Who We Are: paragraph about Wealthspire. Summary: paragraph about Client Service Associate role. Essential Duties And Responsibilities: list of duties (multiple sentences each starting with verb). We'll turn each into

• . Technical Expertise: list of bullet points. Team Collaboration: list. Qualifications: list (Bachelor’s degree..., Relevant experience..., Strong computer skills..., Experience with CRM..., Excellent organizational..., Commitment to professional growth...). Client Service Excellence: list. Operational Excellence: list. Professional Development: list. What We Offer: paragraph about competitive salary, PTO & paid holidays, 401(k) with match, and more. Then salary range: $60,000 – $70,000. Also mention performance-based incentives. We need Pay section: include salary range. Also maybe mention benefits? Benefits section: PTO, paid holidays, 401(k) with match, etc. We should not include filler like "commensurate with experience". The posting says "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." That's somewhat filler but still substantive? It's not a specific number but explains determination. Might be considered filler? The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD"). This is similar to "determined by factors...". It's not a specific number but it's explanatory. Might be considered filler? I'd include the salary range as Pay section, and maybe note that actual salary based on factors. But that could be considered filler. However we need to preserve ALL substantive information; we cannot invent or summarize away detail. So we should include that explanation as part of Pay section prose. Benefits: PTO & paid holidays, 401(k) with match, and more. Also maybe performance-based incentives. We should not include Schedule heading because no schedule info. Now we need to decide headings: About the role (maybe combine Who We Are + Summary). Responsibilities (Essential Duties...). Requirements (Qualifications + Technical Expertise + Team Collaboration? Actually Technical Expertise and Team Collaboration could be under Skills? But we have separate headings for Skills. Let's map: - About the role: Who We Are + Summary. - Responsibilities: Essential Duties And Responsibilities. - Requirements: Qualifications (education, experience, skills). - Skills: Technical Expertise, Team Collaboration, Client Service Excellence, Operational Excellence, Professional Development (maybe combine). - Benefits: What We Offer (excluding salary). - Pay: Salary range and determination. We must not create sections with filler. Ensure each heading has substantive content. Now produce HTML. We'll need to wrap each section in

  heading then content. For lists:

  • ...

  . For prose:

  ...

  . We must not include any extra text outside HTML fragment. Let's craft. First, About the role: Combine Who We Are paragraph and Summary paragraph. Who We Are: "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." Summary: "The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed." We'll combine into maybe two paragraphs. Now Responsibilities: list each duty. Duties list: - Process account onboarding, including preparation of Advisory Agreements and custodial account agreements - Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance - Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals - Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance - Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents - Coordinate offboarding client notifications and manage returned mail/abandoned property accounts - Provide proactive communication with clients and advisor teams throughout all account-related matters - Assure accuracy and timeliness of all custodian work Now Requirements: from Qualifications bullet points. - Bachelor’s degree in Finance, Economics, or a related field preferred - Relevant experience in financial services or a related industry - Strong computer skills, including proficiency with Microsoft Office Suite - Experience with CRM systems and custodial platforms preferred - Excellent organizational and time management skills - Commitment to professional growth and development Now Skills: combine Technical Expertise, Team Collaboration, Client Service Excellence, Operational Excellence, Professional Development. Let's list each as separate items maybe grouped under Skills. Technical Expertise items: - Build foundational technical knowledge in operational matters - Learn custodial bulletins and procedures - Understand and comply with all financial regulations - Maintain high diligence in client privacy and security - Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources - Maintain required logs and supporting documentation for compliance-related purposes Team Collaboration items: - Observe and learn from client meetings within areas of expertise - Receive training and mentorship from Senior Client Service Associates and leadership - Provide support to Advisor Associates, Lead Advisors, and Service Advisors - Support process improvement initiatives and follow established procedures - Assist in maintaining standard templates, policies, procedures, and materials - Embrace and adopt new technology solutions - Contribute positively to office culture, morale, and team collaboration - Escalate issues and requests to appropriate personnel when necessary Client Service Excellence items: - Strong client orientation with focus on creating positive experiences - Professionalism and developing communication skills (verbal and written) - Willingness to learn issue resolution techniques - Interpersonal skills and relationship development abilities Operational Excellence items: - Strong organizational, planning, and prioritization skills - Attention to detail and commitment to delivering quality work - Ability to handle multiple tasks while maintaining accuracy and meeting deadlines - Developing problem-solving and decision-making capabilities - Willingness to build technical proficiency in relevant systems and custodian platforms Professional Development items: - Quick learner with the ability to adapt to new challenges. - Open to change and committed to continuous improvement. - Technology-oriented, with a focus on incorporating best practices. - Proactive in seeking feedback and asking questions Now Benefits: from What We Offer paragraph before salary. - Competitive salary (but we will treat salary under Pay) - PTO & paid holidays - 401(k) with match - More (unspecified) - Performance-based incentives (maybe also under Benefits) We'll list: - PTO & paid holidays - 401(k) with match - Performance-based incentives - Other benefits (as mentioned "and more") But we need to avoid filler like "and more". Might be considered vague. However it's part of posting. We could keep as "Other benefits" but that's vague. Perhaps we just list the concrete ones: PTO & paid holidays, 401(k) with match, Performance-based incentives. The phrase "and more" is vague; maybe we omit it as filler? The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD"). "and more" is vague but not exactly those examples. Might be okay to include as part of prose. Safer to include as prose: "Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more." We'll keep that as prose under Benefits. Now Pay: include salary range and determination explanation. We'll put:

  The base salary range for this position is $60,