Client Services Associate — Finance & Advisory Support

NFP, an Aon company; South Jordan (UT); Sur place; USD 42 000 - 55 000; Plein temps

Avantages offerts par ce poste

401(k) with match

PTO & paid holidays

Health benefits

Résumé du poste

NFP, an Aon company, is seeking a Client Services Associate in Utah (South Jordan) to build long-term relationships with clients and handle their account servicing needs with ease.

You will manage inquiries, coordinate onboarding for new clients, and work with advisers and back-office staff to ensure accurate, timely service. The role emphasizes confidentiality, strong communication, and a customer-first mindset.

Qualifications

• Excellent interpersonal and communication skills.
• Ability to manage multiple tasks and deadlines with accuracy.
• Experience handling confidential information and client data.

Responsabilités

• Build relationships with clients by phone, in person, and email.
• Handle inbound calls and provide accurate, high-quality service.
• Oversee onboarding of new clients and gather signatures.
• Prepare reports and paperwork for appointments.
• Coordinate with advisers to maintain and update client accounts.

Connaissances

Interpersonal skills

Attention to detail

Multi-tasking

Client education

Formation

Bachelor's degree in finance or related field

1+ year financial industry experience

Description du poste

NFP, an Aon company, is seeking a Client Services Associate in Utah (South Jordan) to build long-term relationships with clients and handle their account servicing needs with ease.

You will manage inquiries, coordinate onboarding for new clients, and work with advisers and back-office staff to ensure accurate, timely service. The role emphasizes confidentiality, strong communication, and a customer-first mindset.