Client Service Associate - Salt Lake City, UT

Advisors Excel, LLC; Salt Lake City (UT); Vor Ort; USD 42.000 - 62.000; Vollzeit

Benefits dieser Stelle

Medical and dental insurance

401(k)

PTO

Team events

Zusammenfassung

Wealth Management CPAs in Salt Lake City, UT is seeking a Client Service Associate to support our advisors and deliver outstanding service to clients. This role focuses on onboarding, asset transfers, and ongoing client support, ensuring every interaction reflects the high standards of our firm.

The position involves handling client inquiries, maintaining detailed notes in Wealthbox, and coordinating with advisors to prepare for meetings.

Qualifikationen

• 2-year degree or greater with a Bachelor’s degree preferred.
• Strong written and verbal communication skills.
• Ability to handle confidential client information with integrity.

Aufgaben

• Serve as a point of contact for client service requests with professionalism and responsiveness.
• Deliver onboarding experience for new clients and coordinate account transfers.
• Maintain accurate client notes and documentation in the CRM system (Wealthbox).
• Support advisors by preparing for client meetings and ensuring a positive client experience.

Kenntnisse

CRM systems

Client service

Communication

Ausbildung

Bachelor's degree

Tools

Wealthbox

Microsoft Office Suite

Jobbeschreibung

Position:Client Service Associate - Salt Lake City, UT

Location: Salt Lake City, UT

Remote Status: On-Site

Job Id:4053

# of Openings:1

Position: Client Service Associate

Firm: Wealth Management CPAs

Location: Salt Lake City, UT

Overview:

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

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.