Client Experience Associate - Wealth Management

Diversify, Inc.; Orem (UT); Presencial; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision insurance

401(k) match

Financial planning guidance

Investment options

Paid time off

Descripción de la vacante

Diversify, Inc. in Orem, Utah is seeking a motivated Client Service Associate to be the primary contact for our advisors and clients, delivering outstanding support and a seamless client experience.

This is a full-time, in-office role based in Orem, UT. In this role you will handle account maintenance, process transactions, resolve issues, and collaborate with financial advisors to ensure consistent, compliant service delivery.

Formación

• 1+ years of experience in a client service or administrative role.
• Bachelor’s degree in finance, business, or a related field is preferred but not required.
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Collaborative mindset with a commitment to contributing to team success

Responsabilidades

• Serve as the main point of contact for advisors and their clients, addressing inquiries and providing timely information.
• Assist clients with account maintenance, including setting up new accounts and processing transactions.
• Identify and resolve client issues with a focus on effective solutions and satisfaction.
• Coordinate with financial advisors and team members to support client needs and ensure consistent service delivery.
• Maintain and update client records, ensuring accuracy and regulatory compliance.
• Generate and review reports related to client accounts and activities as needed.

Conocimientos

Client relations

Communication

Organization

Team collaboration

Problem solving

Educación

Bachelor's degree in finance, business, or related field

Herramientas

MS Office

CRM software

Financial software

Descripción del empleo

Diversify, Inc. in Orem, Utah is seeking a motivated Client Service Associate to be the primary contact for our advisors and clients, delivering outstanding support and a seamless client experience.

This is a full-time, in-office role based in Orem, UT. In this role you will handle account maintenance, process transactions, resolve issues, and collaborate with financial advisors to ensure consistent, compliant service delivery.