Wealth Management Client Services Associate

Diversify; Orem (UT); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical with HSA

Dental

Vision

401(k) match

Financial planner

Team culture

Paid time off

Holidays

Volunteer days

Job summary

Diversify is seeking a Client Service Associate to join our wealth management team in Orem, Utah. You will be the frontline contact for advisors and clients, delivering attentive support and handling account-related requests with accuracy and care.

In this in-office role, you’ll coordinate with financial professionals, maintain client records, and generate reports to support service excellence. A background in financial services and strong communication are highly valued.

Qualifications

• 1+ year in client service or admin role in finance.
• Bachelor’s in finance or business preferred.
• Excellent communication and relationship-building.
• Team-oriented with strong collaboration.

Responsibilities

• Serve as primary contact for advisors and clients.
• Assist with account setup and transactions.
• Resolve client issues and maintain satisfaction.
• Coordinate with financial advisors to support service.
• Maintain accurate client records and regulatory compliance.
• Generate reports on client accounts and activities.

Skills

Communication skills

Interpersonal skills

Organization

Multitasking

Self-starter

Ownership mindset

Education

Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Financial software

Job description

Diversify is seeking a Client Service Associate to join our wealth management team in Orem, Utah. You will be the frontline contact for advisors and clients, delivering attentive support and handling account-related requests with accuracy and care.

In this in-office role, you’ll coordinate with financial professionals, maintain client records, and generate reports to support service excellence. A background in financial services and strong communication are highly valued.