Bluespring Wealth Partners · 12 hours ago
Client Service Associate
New York, NY
Full-time
Hybrid
New Grad, Entry LevelBluespring Wealth Partners is a growing financial planning and wealth management firm based in New York City, dedicated to serving the LGBTQ+ community and providing personalized financial services. The Client Service Associate will play a key role in enhancing the client experience by managing account setups, providing support, and ensuring accurate communication and collaboration with the team.
Financial Services
Responsibilities
New Client onboarding (End-to-End Account Lifecycle)
New Account opening
Asset transfers (cross-institution)
Account contributions and distributions
Trade requests
Required Minimum Distribution (RMD) monitoring and processing
Beneficiary designations
Authorization of Power of Attorney and guardianship designations
Establish relationships with Broker Dealer, Custodians, and direct business entities
Customer service through direct Client communication
Intra-company collaboration with Advisor team
Workflow and process management
Workflow processing
CRM data entry and maintenance
Process improvement opportunity identification and implementation
Books & Records maintenance and compliance oversight
Other responsibilities as assigned
Qualification
Required
Bachelor's degree or equivalent work experience
Experience working in financial services or investment management industry
Experience and comfort in using a range of technology, including CRM and broker dealer / custodial platforms
Proficiency in Microsoft Office Suite, including Outlook, Excel, and Word
Excellent time management and organizational skills
Strong problem-solving skills and a propensity for learning
Enjoys working 'behind the scenes'
Highly adept at completing multiple, simultaneous tasks expeditiously and accurately with exceptional attention to detail
Self-starter, with an ability to work both independently and as a team member
Ability to interpret, adapt and apply with company's policies and procedures
Ability to communicate clearly and professionally through verbal and written correspondence
Preferred
Degree in a business-related field preferred
Previous experience in a CSA-type role is preferred
Benefits
401(k)
Health insurance
A competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Bluespring Wealth Partners
Bluespring Wealth Partners specializes in the acquisition and servicing of wealth management firms seeking continuity for clients.
Founded in 2005
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Angela Osborne
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase