Associate Advisor - Client & Workflow Coordinator

Jobless; Holladay, Northern (UT, KY); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Dentist Advisors is growing rapidly and seeking an Associate Advisor to support our advisors and deliver an exceptional client experience. This role is ideal for someone with experience in financial services who enjoys organization and client-facing teamwork.

You’ll own the workflow for your assigned advisor’s book of business, ensuring every deadline is met and every client interaction is well-prepared while learning from seasoned professionals and advancing toward independent client management.

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.
• A 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.
• Client Service Coordination: Ensure timely responses and actioning commitments from meetings.
• Meeting Preparation: Provide advisor with updated plans, context, and clear agendas.
• CSA Task Assignment and Audit: Assign tasks and review output quality for clients.
• Deadline Management: Proactively manage timelines and flag risks before they arise.
• Training Future Associates: Assist in onboarding or training as you gain seniority.

Skills

Communication skills

Organization

Time management

Teamwork

Financial services background

Data management

BA/BS degree

Education

BA/BS degree in a related field

Job description

Dentist Advisors is growing rapidly and seeking an Associate Advisor to support our advisors and deliver an exceptional client experience. This role is ideal for someone with experience in financial services who enjoys organization and client-facing teamwork.

You’ll own the workflow for your assigned advisor’s book of business, ensuring every deadline is met and every client interaction is well-prepared while learning from seasoned professionals and advancing toward independent client management.