Client Service Associate - Salt Lake City, UT

Advisor Talent Solutions; Salt Lake City (UT); On-site; USD 40,000 - 55,000; 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 is seeking a dedicated Client Service Associate to support our advisors and deliver exceptional client service. This role handles onboarding, asset transfers, and ongoing client support to ensure high standards across all client interactions.

The successful candidate will maintain accurate CRM records, coordinate meetings, and help manage service requests with professionalism and initiative.

Qualifications

• 2-year degree or higher; Bachelor's degree preferred.
• Demonstrates integrity and ethical conduct with confidential information.
• Strong written and verbal communication; team player.

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 while delivering high-touch service.
• Manage incoming client calls and coordinate resolution of requests.
• Maintain accurate client notes in the CRM (Wealthbox).
• Support advisors by preparing for client meetings and meetings coordination.
• Coordinate account transfers from submission to completion.
• Process service requests including beneficiary updates and withdrawals.
• Review applications for completeness before submission.
• Assist with new business processing and operational workflows.

Skills

Client service

CRM systems

MS Office

Attention to detail

Communication

Education

2-year degree or higher

Bachelor's degree preferred

Tools

Wealthbox

Job description

Overview: Are you passionate about delivering exceptional client service and interested in working for a reputable financial firm? Join our dynamic team at

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:

Pay & Perks:

• 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