Client Service Associate

Melody Wealth; Lehi (UT); On-site; USD 40,000 - 65,000; Full time

Job summary

Melody Wealth in Lehi, Utah is seeking a Client Service Associate to support the advisory team and manage day-to-day client relationships. You will help open accounts, transfer funds, prepare documents, and coordinate client meetings while maintaining accurate CRM records.

We seek a candidate with strong communication skills, a detail-oriented mindset, and a willingness to grow with a young, expanding firm. FINRA Series 65 exam readiness is a plus; in-office role with competitive compensation.

Qualifications

• Experience in wealth management or finance preferred but not required.
• Strong written and verbal communication.
• Detail-oriented with excellent organizational skills.
• Willingness to take FINRA Series 65 exam.
• Customer service or sales/marketing background considered.

Responsibilities

• Provide day-to-day client service support and relationship management.
• Maintain CRM entries and office organization.
• Coordinate meetings, events, and client communications.
• Support advisors on projects and growth initiatives.

Skills

Client relationships

CRM

Written communication

Time management

Attention to detail

Multitasking

Independent work

Technology affinity

Sales & marketing

Education

FINRA Series 65 exam

Tools

CRM software

Job description

Melody Wealth was started with the belief that we live in an era of abundance. For many of our clients wealth is the means to an end rather than an end in and of itself. We assist our clients in realizing their life’s mission, whether they define that mission as family, community-building, business exit, technology exploration, or any other dream that requires commitment and longevity.Our founders bring institutional experience to bear on the most elevated and sophisticated objectives of our clientele.

CLIENT SERVICE ASSOCIATE

The Client Service Associate (CSA) plays a critical support role within our advisory team. Reporting directly to the founding Investment Advisors, the CSA serves as a primary point of contact for day-to-day client service needs, ensures operational workflows run smoothly, and helps deliver an exceptional client experience from first contact through ongoing relationship management. This is an excellent opportunity for a motivated individual looking to grow within the wealth management industry.

ROLES & RESPONSIBILITIES

Client Support

• Develop and maintain long-term client relationships as part of the advisory team.
• Help clients open accounts and transfer funds between institutions (Schwab, Fidelity, and others).
• Assist clients with paperwork and follow up to obtain signatures as needed.
• Coordinate client meetings, including scheduling and document preparation.
• Maintain the CRM system, ensuring information is accurate, complete, and up to date.
• Maintain organized physical and digital client files in accordance with regulatory and firm requirements.
• Prepare client-facing materials, including account summaries, performance reports, and proposals.
• Support advisors on special projects that help clients succeed.
• Identify opportunities to improve the client experience and operational efficiency.

Administrative Support

• Keep CRM entries organized and current.
• Serve as de facto office manager: coordinate with vendors, maintain a clean office, and order supplies.
• Manage calendars for Melody executives.
• Contribute to building firm processes, templates, and workflows.

Business Growth

• Support sales and marketing efforts while a dedicated team is being built out.
• Assist with planning occasional client events.

WHAT WILL MAKE YOU A GREAT FIT FOR THIS ROLE

Wealth management or finance industry experience will help you get a fast start but is not necessary. Nontraditional backgrounds with any previous customer service or sales & marketing experience work too. We’re more interested in your potential than your past achievements.

• People like talking to you, in person and over the phone. You’re also a good writer.
• You have a cheerful and pleasant demeanor. You present well and represent well. People trust you because you are honest and reliable.
• You have been underestimated in past professional roles. You believe you can handle additional responsibility over time and want to grow in your role.
• You want to join a young and growing organization at a point where your opinion matters because decisions are still being made.
• You learn & work independently and naturally create order in fast-paced and evolving environments where new projects and tasks are the norm.
• You are detail-oriented. It bothers you when things are out of place, wrong, or missed.
• Time management is a strength, you multitask well and like to set goals and complete checklists within deadlines.
• This feels like a role you want to settle into for multiple years, not a steppingstone for something else.
• You love technology and don’t think twice about juggling texts, emails, social media.
• You are willing to take and pass the FINRA Series 65 exam.

COMPENSATION AND BENEFITS

This is a full-time in-office role in Lehi, Utah. The expected salary range for this role is $40,000-$65,000. If this sounds like a role for you, send a resume and brief cover letter to [e-mail]. Please include “CSA Application” in the subject line.

Melody Wealth LLC is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, or veteran status.