About this opportunity
AON PLC lists this Senior Client Service Lead – Wealth Management opportunity in northern, Kentucky. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.