Client Service Associate

Diversify, Inc.; Orem (UT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) match

Financial planning guidance

Investment options

Paid time off

Job summary

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.

Qualifications

• 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

Responsibilities

• 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.

Skills

Client relations

Communication

Organization

Team collaboration

Problem solving

Education

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

Tools

MS Office

CRM software

Financial software

Job description

About Us

Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.

We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.

Learn more about us at https://joindiversify.com.

About the Position

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering outstanding support and ensuring a seamless client experience. If you have a strong background in financial services, a passion for client care, and the ability to thrive in a fast-paced environment, we would love to hear from you. This is a full-time, in-office role stationed in Orem, Utah.

Your Impact

• Client Relations: Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information.
• Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
• Problem Resolution: Identify and resolve client issues or concerns with a focus on delivering effective solutions and maintaining client satisfaction.
• Coordination: Work closely with financial advisors and other team members to support client needs and ensure consistent service delivery.
• Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
• Reporting: Generate and review reports related to client accounts and activities as needed.

Who You Are

• 1+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.

• 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

Your Toolkit

• Strong computer and technical skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.

• The ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
• Detail-oriented with an ownership mentality towards the quality of your work.
• Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits

• Core Benefits- Medical with HSA and FSA options, dental, and vision.
• Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
• Great Team Culture - Team members consistently rave about having great colleagues.
• Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays,and 2 days for giving back.

We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V