Client Services Associate – Wealth Management (On-Site)

Advisors Excel, LLC; Salt Lake City (UT); On-site; USD 42,000 - 62,000; 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 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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

CRM systems

Client service

Communication

Education

Bachelor's degree

Tools

Wealthbox

Microsoft Office Suite

Job description

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.