Client Services & Wealth Support Associate

Aon plc; South Jordan (UT); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon company, is seeking a Client Services Associate to nurture long-term client relationships and handle all account servicing needs with ease. You will be friendly, capable, and reliable, guiding clients through complex financial processes and coordinating with advisers and back-office staff.

You will manage onboarding, maintain accurate CRM notes, and prepare reports for appointments. A Bachelor's in finance and 1+ year of experience help you excel in this role.

Qualifications

• Bachelor's degree in finance or related field required.
• Strong client communication and relationship-building skills.
• Experience handling confidential information with discretion.

Responsibilities

• Build relationships with clients over phone, in person, and email.
• Handle inbound calls, provide accurate service, and address questions.
• Maintain notes in CRM and process forms and requests.
• Oversee onboarding, gather signatures, and set up new accounts.
• Prepare reports for scheduled appointments and coordinate with advisers.
• Assist with annual financial plan reviews and audits for tax compliance.
• Support advisers and administrative staff on projects as requested.
• Conduct 401k fund research and analysis for participants.

Skills

Interpersonal skills

Customer service

CRM knowledge

Education

Bachelor's degree in finance or related field

Job description

NFP, an Aon company, is seeking a Client Services Associate to nurture long-term client relationships and handle all account servicing needs with ease. You will be friendly, capable, and reliable, guiding clients through complex financial processes and coordinating with advisers and back-office staff.

You will manage onboarding, maintain accurate CRM notes, and prepare reports for appointments. A Bachelor's in finance and 1+ year of experience help you excel in this role.