Associate, Client Service
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections that have real specific content. We have content: Who We Are (company description) could be "About the role"? Actually "About the role" is not present; we have "Who We Are" (company overview) and "Summary" (role summary). Could map "Who We Are" to "About the role"? Not exactly but maybe we can treat "Who We Are" as "About the role"? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says e.g., meaning those are examples; we can use those headings if appropriate. We should not repeat the job title as a heading. We need to decide which sections to include.
We have content: "Who We Are" (company description) - could be placed under a heading like "About the role"? But that's about the company, not role. Could also be omitted? The instruction: include a section ONLY when the posting has real, specific content for it. We have content about the company; we could put under "About the role"? Might be a stretch but maybe better to include a section "About the role" with the company description? However "About the role" would be about the role, not company. The posting has a "Summary" describing the role. That could be under "About the role". So we can put the Summary under About the role
. The "Who We Are" could be considered company overview; maybe we could omit because not a required heading. But we could include it as a
About the role
. The "Who We Are" could be considered company overview; maybe we could omit because not a required heading. But we could include it as abefore sections? The instruction: Output ONLY the HTML fragment. It didn't forbid extra paragraphs outside headings. We could include a
for the company description without a heading. That seems acceptable. Then we have "Essential Duties And Responsibilities" -> map to Responsibilities section (
Responsibilities
) with- items.
Then we have "Technical Expertise", "Team Collaboration", "Qualifications", "Client Service Excellence", "Operational Excellence", "Professional Development". These could be grouped into Requirements, Qualifications, Skills sections. We need to decide.
We have "Qualifications" heading already in posting: Bachelor’s degree etc. That's a clear qualifications section. So we can put that under
Qualifications
. We have "Technical Expertise" and "Team Collaboration" maybe under Skills? Or we could make a Skills section. Also "Client Service Excellence", "Operational Excellence", "Professional Development" could be under Skills or Requirements. Let's think. We have "Requirements" as a possible section for things like experience, education, skills. The posting includes "Qualifications" (education, experience, skills). Could map that to Qualifications. Then we could have a Skills section for technical expertise, client service excellence, operational excellence, professional development. Or we could combine. We also have "Benefits", "Pay", "Schedule". The posting includes "What We Offer" with competitive salary, PTO & paid holidays, 401(k) with match, and more. Base salary range $63,000–$66,000. Also mentions performance-based incentives. So we have Pay (salary range) and Benefits (PTO, holidays, 401k). No schedule info. So we should include Pay and Benefits sections. No Schedule. Thus sections: About the role (summary), Responsibilities, Qualifications, Skills, Benefits, Pay. We need to ensure we don't include empty sections. Now we need to extract content precisely, preserving all substantive information, not inventing or summarizing away detail. We must not include boilerplate like EEO etc. We should remove duplicated lines. Let's parse the posting. Who We Are paragraph: "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." We can keep that as a(maybe without heading). Could also put under About the role? But we already have Summary for role. Let's keep company description as a
before sections. 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." That's the role summary. Now Responsibilities: list items under "Essential Duties And Responsibilities". Let's extract each bullet: - 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 Technical Expertise: list: - 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: - 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 Qualifications: - 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 Client Service Excellence: - 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: - 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: - 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/Pay: "What We Offer Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $63,000 –$66,000. 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." We need Benefits section: PTO & paid holidays, 401(k) with match, and more (maybe also performance-based incentives? That could be part of Pay). We'll list benefits: PTO & paid holidays, 401(k) with match. Could also mention "competitive salary" but that's Pay. Pay section: base salary range $63,000 – $66,000, plus performance-based incentives. We should not include boilerplate like "Wealthspire is an inclusive Equal Employment Opportunity employer." Remove that. Also remove the job ID "#Wealthspire 2586825". Remove any application instructions (none present). Remove duplicated lines. Now we need to output HTML fragment: use
for section headings. Use
- for any list of duties/requirements/benefits, and
for prose. We need to decide which content goes into which sections. We have: - About the role: we could put the Summary (role description) under About the role. Also maybe include the company description as a
before any heading? But we could also include company description under About the role? The instruction says use
for section headings (e.g. About the role, Responsibilities...). It doesn't forbid having a
before first heading. But to be safe, we could make a section "About the role" containing both company overview and role summary? However the company overview is not about the role. But maybe it's okay to include as part of About the role? Might be considered filler? 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 if we put company overview under About the role, it's still specific content (company overview). So it's okay. Alternatively, we could have no heading for company overview and just a
before the first heading. That seems simpler and doesn't create a heading with irrelevant content. The instruction didn't forbid stray
outside headings. It said use
for section headings,
- for any list, and
for prose. So we can have a
for company overview, then headings for sections. Thus output:
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
- for any list, and
- for any list of duties/requirements/benefits, and