Client Service Associate

Wealth Management CPAs; Salt Lake City (UT); On-site; USD 40,000 - 65,000; 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 seeks a Client Service Associate to support advisors and deliver exceptional client service. This role guides onboarding, asset transfers, and ongoing service, while maintaining meticulous client records in Wealthbox.

You will coordinate client communications, assist with meetings, and help ensure a positive client experience through organized, proactive support.

Qualifications

• Bachelor's degree preferred.
• Experience with CRM systems and MS Office.
• Strong communication and organizational skills.

Responsibilities

• Serve as point of contact for client service requests with professionalism and responsiveness.
• Deliver a seamless onboarding experience for new clients.
• Build trusted relationships with clients and provide high-touch service.
• Manage incoming client calls and coordinate timely resolutions.
• Maintain accurate client notes in the CRM system (Wealthbox).
• Support advisors by preparing for client meetings and meetings with clients.

Skills

CRM systems

Wealthbox

Microsoft Office

Attention to detail

Communication skills

Time management

Education

Bachelor's degree preferred

2-year degree or greater

Tools

Wealthbox CRM

Microsoft Office

Job description

Are you passionate about delivering exceptional client service and interested in working for a reputable financial firm? Join our dynamic team at Wealth Management CPAs based in Salt Lake City, UT. We are seeking a detail-oriented and proactive Client Service Associate to support our advisors and provide outstanding service to our valued clients.

The Client Service Associate serves as a key part of the client journey—from onboarding and asset transfers to ongoing service and advisor support—helping ensure every client interaction reflects the high standards of our firm.

What You’ll Do:

• Serve as a point of contact for client service requests with professionalism, warmth, and responsiveness
• Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
• Build trusted relationships with clients while delivering a high-touch service experience
• Manage incoming client calls and coordinate timely resolution of requests and inquiries
• Maintain accurate documentation and detailed client notes within the CRM system (Wealthbox)
• Support advisors by preparing for client meetings and ensuring a positive client experience
• Coordinate and monitor account transfers from submission through completion
• Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
• Review applications and paperwork for completeness and accuracy before submission
• Assist with new business processing and operational workflows

What We’re Looking For:

• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
• 2-year degree or greater with a Bachelor’s degree preferred
• Kind and collaborative team player willing to assist others
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Excellent communication; written and verbal, professional and well spoken
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance

What You’ll Get:

• Medical and dental insurance
• 401(k)
• PTO
• Team events

Schedule:

• In office: Monday – Friday, 9:00am – 5:00pm
• Some evenings required for client events, a few a year