Wealth Client Experience Associate

Advisor Talent Solutions; Salt Lake City (UT); On-site; USD 42,000 - 60,000; 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 seeks a Client Service Associate to support advisors and deliver exceptional service to clients. You will oversee onboarding, asset transfers, and ongoing client interactions with meticulous attention to detail.

Ideal candidates have 1+ years in client service, strong communication, and proficiency in MS Office and CRM systems. This in-office role offers a team-focused environment with growth opportunities.

Qualifications

• 2-year degree or greater; a Bachelor's degree preferred.
• Kind and collaborative team player with a helpful attitude.
• 1+ years in client service or related industry experience.
• Proficiency with Microsoft Office and CRM systems.
• Meticulous attention to detail and accuracy.
• Self-starter who can work independently.
• Excellent written and verbal communication.
• Strong organizational skills and time management.
• Ability to build trusted client relationships with personalized service.

Responsibilities

• Serve as a point of contact for client service requests with professionalism and responsiveness.
• Deliver a seamless onboarding experience for new clients with personalized service.
• Build trusted relationships and provide high-touch service.
• Manage incoming client calls and coordinate timely resolution of requests.
• Maintain accurate documentation and client notes in the CRM system.
• Support advisors by preparing for client meetings and client experience.
• Coordinate and monitor account transfers from submission to completion.
• Process service requests including beneficiary updates, withdrawals, and account maintenance.
• Review applications and paperwork for completeness before submission.
• Assist with new business processing and operational workflows.

Skills

Client service

CRM systems

MS Office

Communication

Attention to detail

Independent work

Relationship building

Education

2-year degree or higher

Bachelor's degree preferred

Tools

Wealthbox CRM

Microsoft Office Suite

Job description

Wealth Management CPAs in Salt Lake City, UT seeks a Client Service Associate to support advisors and deliver exceptional service to clients. You will oversee onboarding, asset transfers, and ongoing client interactions with meticulous attention to detail.

Ideal candidates have 1+ years in client service, strong communication, and proficiency in MS Office and CRM systems. This in-office role offers a team-focused environment with growth opportunities.