Client Experience Associate - Wealth Management

Wealth Management CPAs; Salt Lake City (UT); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical and dental insurance

401(k)

PTO

Team events

Job summary

Wealth Management CPAs in Salt Lake City, UT is seeking a Client Service Associate to support our seasoned advisors and deliver outstanding service to clients. This role requires a detail‑oriented, proactive individual who thrives in a client‑facing environment.

You will handle onboarding, asset transfers, and ongoing service, maintain thorough client notes in the CRM, prepare for meetings, and assist with new business workflows.

Qualifications

• 2‑year degree or greater; Bachelor's degree preferred.
• 1+ years in client service or related industry.
• Strong written and verbal communication.
• Meticulous attention to detail and accuracy.
• Self‑starter who can work independently.

Responsibilities

• Serve as a point of contact for client service requests with professionalism.
• Deliver onboarding experience for new clients with personalized service.
• Build trusted client relationships with high‑touch service.
• Manage incoming client calls and coordinate resolutions.
• Maintain accurate client notes within the CRM (Wealthbox).
• Assist advisors by preparing for client meetings and meetings prep.
• Coordinate and monitor account transfers from submission through completion.
• Process service requests including updates, withdrawals, and maintenance.
• Review applications and paperwork for completeness before submission.
• Assist with new business processing and operational workflows.

Skills

Client service

CRM systems

Microsoft Office

Attention to detail

Communication skills

Team player

Independence

Education

Bachelor's degree preferred

Tools

CRM systems

Microsoft Office

Job description

Wealth Management CPAs in Salt Lake City, UT is seeking a Client Service Associate to support our seasoned advisors and deliver outstanding service to clients. This role requires a detail‑oriented, proactive individual who thrives in a client‑facing environment.

You will handle onboarding, asset transfers, and ongoing service, maintain thorough client notes in the CRM, prepare for meetings, and assist with new business workflows.