Client Services Associate

Alta Capital Management; Salt Lake City (UT); On-site; USD 52,000 - 72,000; Full time

Job summary

Alta Capital Management in Salt Lake City seeks a detail‑oriented Client Service Ops Associate to support our Client Services team. You will help onboarding, account setup, and coordination with custodians to ensure a seamless client experience.

The role collaborates with advisors, portfolio managers, operations and compliance to deliver precise reports, maintain CRM data, and drive process improvements in a fast‑paced environment.

Qualifications

• Bachelor’s degree in finance, business, or a related field or equivalent experience.
• 1–3 years of wealth management or client-facing operational experience.
• Excellent attention to detail, strong organizational and communication skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Responsibilities

• Assist onboarding of new clients, including account setup and documentation with custodians.
• Serve as operational contact for clients; respond to inquiries professionally and promptly.
• Collaborate with Trading and Operations for account maintenance and deposits/withdrawals.
• Prepare reports, performance summaries, and meeting materials for advisors.
• Maintain CRM records with accuracy and timely updates.
• Support advisors with workflow management and client-service initiatives.

Skills

Attention to detail

Organizational skills

Communication skills

Multitasking

Education

Bachelor’s degree in finance, business, or related field

Tools

Schwab

Salesforce

MS Office

Job description

Alta Capital Management, founded in 1981, is a registered investment adviser providing investment management services to institutional investors and high-net-worth individuals. As a wholly owned subsidiary of Guardian Capital Group, Alta combines the resources of a global organization with the agility of a focused, collaborative investment team.

With approximately $3.0 billion in assets under management, Alta is defined by a disciplined investment philosophy, a long-term perspective, and a commitment to delivering a high-quality client experience. Our team operates within a flat structure that encourages accountability, intellectual curiosity, and continuous improvement.

The Role

We are seeking a detail‑oriented and client‑focused Client Service Ops Associate to support our Client Services team. This role is essential to delivering a seamless client experience, ensuring operational excellence, and enabling advisors to focus on strategic relationship management. The ideal candidate is organized, proactive, and comfortable working in a fast‑paced, high‑touch environment.

Key Responsibilities

Client Service

• Support onboarding of new clients, including account setup, documentation, and coordination with custodians.
• Serve as a primary operational point of contact for clients, responding to inquiries with professionalism and urgency.
• Work with Trading and Operations for client account maintenance, deposits/withdrawals, and document submissions.
• Prepare reports, performance summaries, and meeting materials for advisors as needed.
• Maintain CRM records, ensuring data accuracy and timely updates.
• Support advisors with workflow management, pipeline tracking, and client service initiatives

Client Experience & Execution

• Ensure all client deliverables, follow-up items, and service requests are handled with precision and timeliness
• Coordinate with internal teams to support onboarding, account maintenance, and ongoing service needs
• Maintain high standards of organization, documentation, and communication
• Work closely with advisors, portfolio managers, operations, and compliance teams to deliver a cohesive client experience.
• Participate in internal projects aimed at improving processes, technology use, and service delivery.
• Contribute to a positive, solutions‑oriented team culture.

Qualifications & Experience

• Bachelor’s degree in finance, business, or a related field—or equivalent relevant experience.
• 1–3 years of experience in wealth management, financial services, or a client‑facing operational role.
• Strong organizational skills with exceptional attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
• Experience with and proficiency in platforms similar to our core systems (Schwab, Sales Force, MS Office, etc.) is preferred.

Reporting Structure

This role reports directly to Ruairi Chapman, Director Client Services, with close collaboration across Alta’s investment, trading, operations and client service teams.

Why Alta

Alta offers the opportunity to operate in a high-quality, client-focused environment where investment discipline and client experience are equally valued. This role provides meaningful responsibility, direct client engagement, and the ability to contribute to long‑term client relationships within a collaborative and professional team.