Client Service Associate

Diversify; Sandy (UT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical with HSA/FSA options

401(k) with company match

Personal financial planner access

4 weeks paid time off, 12 holidays, 2

Giving back

Job summary

Diversify is seeking a Client Service Associate at our Sandy, Utah headquarters. You will be the primary contact for advisors and their clients, delivering exceptional support and ensuring a seamless client experience.

This in-office, full-time role focuses on client care in a fast-paced wealth management environment. The successful candidate has 1+ years in client service, strong communication, and a willingness to obtain Series licenses within six months.

Qualifications

• 1+ years in a client service or administrative role, preferably in wealth management or financial services.
• Licensing within 6 months of hire: Series 6, Series 63, Series 65, SIE, State Life & Health Insurance.
• Bachelor’s degree in finance, business, or related field preferred but not required.
• Exceptional communication and interpersonal skills to build and maintain client relationships.
• Collaborative mindset with a commitment to team success.

Responsibilities

• Serve as the main contact for advisors and clients, providing timely information.
• Assist clients with account maintenance, including onboarding and transactions.
• Identify and resolve client issues with effective solutions.
• Coordinate with financial advisors and team members to ensure consistent service.
• Maintain client records and ensure regulatory compliance.
• Generate and review reports related to client accounts and activities.

Skills

Client service

Interpersonal skills

MS Office

CRM experience

Communication

Team collaboration

Education

Bachelor’s degree (preferred)

Tools

CRM systems

Microsoft Excel

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 at our headquarters in Sandy, 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.

• Required licensing within 6 months of hire: Series 6, Series 63, Series 65, SIE, State Life & Health Insurance
• 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