Wealth Management Client Experience Specialist

Wealth Management CPAs; Salt Lake City (UT); On-site; USD 40,000 - 65,000; 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 client service. This role guides onboarding, asset transfers, and ongoing service, while maintaining meticulous client records in Wealthbox.

You will coordinate client communications, assist with meetings, and help ensure a positive client experience through organized, proactive support.

Qualifications

• Bachelor's degree preferred.
• Experience with CRM systems and MS Office.
• Strong communication and organizational skills.

Responsibilities

• Serve as point of contact for client service requests with professionalism and responsiveness.
• Deliver a seamless onboarding experience for new clients.
• Build trusted relationships with clients and provide high-touch service.
• Manage incoming client calls and coordinate timely resolutions.
• Maintain accurate client notes in the CRM system (Wealthbox).
• Support advisors by preparing for client meetings and meetings with clients.

Skills

CRM systems

Wealthbox

Microsoft Office

Attention to detail

Communication skills

Time management

Education

Bachelor's degree preferred

2-year degree or greater

Tools

Wealthbox CRM

Microsoft Office

Job description

Wealth Management CPAs in Salt Lake City, UT seeks a Client Service Associate to support advisors and deliver exceptional client service. This role guides onboarding, asset transfers, and ongoing service, while maintaining meticulous client records in Wealthbox.

You will coordinate client communications, assist with meetings, and help ensure a positive client experience through organized, proactive support.