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Job description
Wealthspire Advisors is seeking a Client Service AVP to support advisor teams and clients through complex account operations, onboarding, and ongoing maintenance. The role requires expert-level technical knowledge and excellent client communication, with the ability to independently resolve complex issues across custodial work.
Key responsibilities include owning onboarding for complex clients, managing custodial inquiries, handling asset movements, processing retirement rollovers, and
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Worksite address
bethesda, MD, 20811, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.