Wealth Client Services Specialist

Melody Wealth; Lehi (UT); On-site; USD 40,000 - 65,000; Full time

Job summary

Melody Wealth in Lehi, Utah is seeking a Client Service Associate to support the advisory team and manage day-to-day client relationships. You will help open accounts, transfer funds, prepare documents, and coordinate client meetings while maintaining accurate CRM records.

We seek a candidate with strong communication skills, a detail-oriented mindset, and a willingness to grow with a young, expanding firm. FINRA Series 65 exam readiness is a plus; in-office role with competitive compensation.

Qualifications

• Experience in wealth management or finance preferred but not required.
• Strong written and verbal communication.
• Detail-oriented with excellent organizational skills.
• Willingness to take FINRA Series 65 exam.
• Customer service or sales/marketing background considered.

Responsibilities

• Provide day-to-day client service support and relationship management.
• Maintain CRM entries and office organization.
• Coordinate meetings, events, and client communications.
• Support advisors on projects and growth initiatives.

Skills

Client relationships

CRM

Written communication

Time management

Attention to detail

Multitasking

Independent work

Technology affinity

Sales & marketing

Education

FINRA Series 65 exam

Tools

CRM software

Job description

Melody Wealth in Lehi, Utah is seeking a Client Service Associate to support the advisory team and manage day-to-day client relationships. You will help open accounts, transfer funds, prepare documents, and coordinate client meetings while maintaining accurate CRM records.

We seek a candidate with strong communication skills, a detail-oriented mindset, and a willingness to grow with a young, expanding firm. FINRA Series 65 exam readiness is a plus; in-office role with competitive compensation.