Client Service Associate

Diversify; Orem (UT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical with HSA

Dental

Vision

401(k) match

Financial planner

Team culture

Paid time off

Holidays

Volunteer days

Job summary

Diversify is seeking a Client Service Associate to join our wealth management team in Orem, Utah. You will be the frontline contact for advisors and clients, delivering attentive support and handling account-related requests with accuracy and care.

In this in-office role, you’ll coordinate with financial professionals, maintain client records, and generate reports to support service excellence. A background in financial services and strong communication are highly valued.

Qualifications

• 1+ year in client service or admin role in finance.
• Bachelor’s in finance or business preferred.
• Excellent communication and relationship-building.
• Team-oriented with strong collaboration.

Responsibilities

• Serve as primary contact for advisors and clients.
• Assist with account setup and transactions.
• Resolve client issues and maintain satisfaction.
• Coordinate with financial advisors to support service.
• Maintain accurate client records and regulatory compliance.
• Generate reports on client accounts and activities.

Skills

Communication skills

Interpersonal skills

Organization

Multitasking

Self-starter

Ownership mindset

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

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