Wealth Management Client Services Pro

NFP; Utah; On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

401(k) with match

PTO & paid holidays

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon company, is a leading advisory firm offering tailored risk, wealth, and retirement solutions. We seek a Client Services Associate to build strong client relationships and manage end-to-end account servicing with accuracy and care.

You will engage with clients, advisers, and back-office teams to ensure seamless onboarding, timely updates, and diligent documentation. A finance background and confidentiality are essential.

Qualifications

• Bachelor’s degree required; finance-related preferred.
• 1+ year financial industry experience.
• Experience working with a high level of confidentiality.

Responsibilities

• Build relationships with clients over the phone, in person, and via email.
• Receive inbound calls from clients, provide outstanding service and accurate responses.
• Provide periodic account and market updates to clients.
• Maintain impeccable notes on tasks and projects in CRM.
• Process transactions, forms, and service requests and ensure completion.
• Oversee onboarding of new clients including paperwork and signatures.
• Prepare reports and paperwork for scheduled appointments.
• Coordinate with advisers to maintain accounts and implement changes after reviews.
• Run annual audits for tax compliance by clients.
• Assist staff and advisers with projects as requested.
• Conduct 401k fund research and analysis for participants.
• Work with outside fund/annuity providers to service client accounts.
• Coordinate between business partners and professional contacts.

Skills

Interpersonal skills

Record keeping

Attention to detail

Multi-tasking

Education

Bachelor’s degree

Job description

NFP, an Aon company, is a leading advisory firm offering tailored risk, wealth, and retirement solutions. We seek a Client Services Associate to build strong client relationships and manage end-to-end account servicing with accuracy and care.

You will engage with clients, advisers, and back-office teams to ensure seamless onboarding, timely updates, and diligent documentation. A finance background and confidentiality are essential.