Associate Advisor - Client Services & Workflow Lead

Dentist Advisors; Holladay (UT); On-site; USD 55,000 - 75,000; Full time

Job summary

Dentist Advisors is hiring an Associate Advisor to support our advisors and deliver exceptional client experiences. You’ll own workflow for your advisor’s book of business, ensuring tasks and deadlines are tracked and client interactions are well-prepared.

Ideal candidates have experience in financial services, strong organization, and communication skills. You’ll attend meetings, coordinate next steps, and help ensure clients receive timely, accurate service while gaining exposure to real

Qualifications

• Strong written and verbal communication skills.
• Excellent organization and time-management abilities.
• Experience working in a deadline-driven environment.
• Ability to work both independently and as part of a team.
• Familiarity with financial services, client service roles, or professional office settings.
• Comfortable learning new systems and managing data accurately.
• BA/BS degree in a related field.

Responsibilities

• Workflow Ownership: Track all open cases, tasks, and follow-up items for your assigned advisor's clients. Nothing should fall through the cracks.
• Client Service Coordination: Ensure clients receive timely responses and that all commitments made in meetings are actioned. Serve as a point of contact for tactical client questions and requests.
• Meeting Preparation: Make sure your advisor has everything they need going into client meetings — updated plans, outstanding items, relevant context, and a clear agenda.
• CSA Task Assignment and Audit: Assign tasks to the Client Service Associate team and review the quality of their output. You are accountable for the work that comes out of the queue for your clients.
• Deadline Management: Proactively manage timelines across all deliverables and flag anything at risk of slipping before it becomes a problem.
• Training Future Associates: As you gain experience and seek promotion to the next level, you may be involved in onboarding or training a new Associate Advisor.

Skills

Communication

Organization

Deadline management

Team collaboration

Financial services awareness

Education

BA/BS degree in related field

Tools

Salesforce

eMoney

Black Diamond

Charles Schwab

Job description

Dentist Advisors is hiring an Associate Advisor to support our advisors and deliver exceptional client experiences. You’ll own workflow for your advisor’s book of business, ensuring tasks and deadlines are tracked and client interactions are well-prepared.

Ideal candidates have experience in financial services, strong organization, and communication skills. You’ll attend meetings, coordinate next steps, and help ensure clients receive timely, accurate service while gaining exposure to real