Wealth Client Services Specialist

Diversify; Sandy (UT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical with HSA/FSA options

401(k) with company match

Personal financial planner access

4 weeks paid time off, 12 holidays, 2

Giving back

Job summary

Diversify is seeking a Client Service Associate at our Sandy, Utah headquarters. You will be the primary contact for advisors and their clients, delivering exceptional support and ensuring a seamless client experience.

This in-office, full-time role focuses on client care in a fast-paced wealth management environment. The successful candidate has 1+ years in client service, strong communication, and a willingness to obtain Series licenses within six months.

Qualifications

• 1+ years in a client service or administrative role, preferably in wealth management or financial services.
• Licensing within 6 months of hire: Series 6, Series 63, Series 65, SIE, State Life & Health Insurance.
• Bachelor’s degree in finance, business, or related field preferred but not required.
• Exceptional communication and interpersonal skills to build and maintain client relationships.
• Collaborative mindset with a commitment to team success.

Responsibilities

• Serve as the main contact for advisors and clients, providing timely information.
• Assist clients with account maintenance, including onboarding and transactions.
• Identify and resolve client issues with effective solutions.
• Coordinate with financial advisors and team members to ensure consistent service.
• Maintain client records and ensure regulatory compliance.
• Generate and review reports related to client accounts and activities.

Skills

Client service

Interpersonal skills

MS Office

CRM experience

Communication

Team collaboration

Education

Bachelor’s degree (preferred)

Tools

CRM systems

Microsoft Excel

Financial software

Job description

Diversify is seeking a Client Service Associate at our Sandy, Utah headquarters. You will be the primary contact for advisors and their clients, delivering exceptional support and ensuring a seamless client experience.

This in-office, full-time role focuses on client care in a fast-paced wealth management environment. The successful candidate has 1+ years in client service, strong communication, and a willingness to obtain Series licenses within six months.