Client Services Specialist – Financial Accounts Onboarding

NFP Corp; Utah; Hybride; USD 42 000 - 55 000; Plein temps

Avantages offerts par ce poste

PTO & holidays

401(k) with match

Health & wellness programs

Employee discounts

Résumé du poste

NFP, an Aon company, is seeking a Client Services Associate in Utah to build strong client relationships and handle account servicing with accuracy. You will communicate with clients, advisers, and back-office staff, ensuring tasks are completed end-to-end while maintaining confidentiality and professional service.

The role requires handling inquiries, onboarding new clients, and supporting financial plan reviews with attention to detail and a client-first mindset.

Qualifications

• Bachelor’s degree required; finance-related field preferred.
• 1+ year financial industry experience.
• Experience handling highly confidential information.

Responsabilités

• Build relationships with clients over the phone, in person, and via email.
• Handle inbound client requests with accuracy for transactions and questions.
• Keep impeccable notes on tasks in the CRM and ensure timely completion of requests.
• Oversee onboarding of new clients, including paperwork and updating information.
• Prepare reports and paperwork for scheduled appointments and client reviews.
• Coordinate with advisers and clients to implement changes after annual financial plan reviews.

Connaissances

Interpersonal skills

Attention to detail

Multitasking

Formation

Bachelor’s degree in finance or related field

Outils

CRM systems

Description du poste

NFP, an Aon company, is seeking a Client Services Associate in Utah to build strong client relationships and handle account servicing with accuracy. You will communicate with clients, advisers, and back-office staff, ensuring tasks are completed end-to-end while maintaining confidentiality and professional service.

The role requires handling inquiries, onboarding new clients, and supporting financial plan reviews with attention to detail and a client-first mindset.