Resume Tailr

AVP, Client Service

Wealthspire

Potomac, Marylandfull-time80k–110kPosted 4 days ago
Tailor my resume for this jobApply on company site

Free to start — build an ATS-friendly resume that matches this listing, no sign-up required.

About this role

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. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. Position Overview The Client Service, AVP serves as an advanced client service professional supporting advisor teams and clients through complex account operations, onboarding, and ongoing maintenance. This role requires expert-level technical knowledge, excellent client communication skills, and the ability to independently resolve complex issues while ensuring accuracy and timeliness across all custodial work. The Client Service, AVP takes full ownership of client relationships and serves as a subject matter expert for the team. Key Responsibilities Client Service & Operations • Own end-to-end account onboarding for complex clients, including preparation of Advisory Agreements and custodial account agreements • Manage custodial inquiries and account maintenance through resolution, including retirement coding

Read the full description and requirements on the original posting.

Tailor your resume for this AVP, Client Service role

Wealthspire and most employers screen applications with ATS software before a recruiter reads them, and they rank resumes that echo the language of the posting. To stand out for this role, mirror the exact skills, tools, and job title it uses, and make your location (Potomac, Maryland) clear. For customer service roles like this one, recruiters commonly scan for:

  • Zendesk
  • CRM
  • Conflict Resolution
  • CSAT/NPS
  • Onboarding
  • Ticketing
  • Live Chat
  • Retention

Tailr does this for you: paste this listing and it builds an ATS-friendly resume matched to it, with a live score that climbs as your resume aligns with what this role needs.

Build a matching resume — free

Frequently asked questions

Is the AVP, Client Service role at Wealthspire remote?

This role is based in Potomac, Maryland. Check the original posting for any hybrid or remote flexibility.

What does the AVP, Client Service role at Wealthspire pay?

The listed pay is 80k–110k. Salaries vary with experience and location — treat this as a guide and confirm on the original posting.

How do I apply for this AVP, Client Service job?

Applications happen on the employer's own site — use the "Apply on company site" link on this page. Before you apply, tailor your resume to the listing so it clears the ATS.

How do I tailor my resume for this AVP, Client Service role?

Open Tailr's builder and it creates an ATS-friendly resume matched to this listing — pulling in the role's keywords and the skills customer service recruiters scan for — with a live match score as you edit. It's free to start and needs no sign-up.

Similar customer service jobs

  • Industrial Customer Support & Logistics Specialist

    Singer Industrial

    Golden Acres, Harris County37k–37k

    Posted 9 hours ago

  • Scheduling Customer Service Representative

    National Jewish Health

    Glendale, Denver43k–57k

    Posted 9 hours ago

  • Remote Client Support Representative

    Destination Careers

    The Gap, ChicagoRemote40k–65k

    Posted 9 hours ago

  • Home-Based Client Services Representative

    AO Garcia Agency

    Daybreak, Salt Lake County84k–84k

    Posted 9 hours ago

See all customer service jobs →

Listing sourced via LinkedIn. Tailr indexes public job postings so you can tailor your resume to them — applications happen on the employer's site.