Wealth Management Client Service Specialist

Advisor Talent Solutions; Salt Lake City (UT); On-site; USD 40,000 - 55,000; 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 is seeking a dedicated Client Service Associate to support our advisors and deliver exceptional client service. This role handles onboarding, asset transfers, and ongoing client support to ensure high standards across all client interactions.

The successful candidate will maintain accurate CRM records, coordinate meetings, and help manage service requests with professionalism and initiative.

Qualifications

• 2-year degree or higher; Bachelor's degree preferred.
• Demonstrates integrity and ethical conduct with confidential information.
• Strong written and verbal communication; team player.

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 while delivering high-touch service.
• Manage incoming client calls and coordinate resolution of requests.
• Maintain accurate client notes in the CRM (Wealthbox).
• Support advisors by preparing for client meetings and meetings coordination.
• Coordinate account transfers from submission to completion.
• Process service requests including beneficiary updates and withdrawals.
• Review applications for completeness before submission.
• Assist with new business processing and operational workflows.

Skills

Client service

CRM systems

MS Office

Attention to detail

Communication

Education

2-year degree or higher

Bachelor's degree preferred

Tools

Wealthbox

Job description

Wealth Management CPAs in Salt Lake City, UT is seeking a dedicated Client Service Associate to support our advisors and deliver exceptional client service. This role handles onboarding, asset transfers, and ongoing client support to ensure high standards across all client interactions.

The successful candidate will maintain accurate CRM records, coordinate meetings, and help manage service requests with professionalism and initiative.