Client Service Associate - Salt Lake City, UT at Advisor Talent Solutions

Salt Lake City, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Oct, 26

Salary

0.0

Posted On

15 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Onboarding, CRM Management, Account Transfers, Microsoft Office Suite, Communication, Organization, Attention To Detail, Relationship Building, Professionalism

Industry

Financial Services

Description

Position: Client Service Associate Firm: Wealth Management CPAs Location: Salt Lake City, UT Overview: Are you passionate about delivering exceptional client service and interested in working for a reputable financial firm? Join our dynamic team at Wealth Management CPAs based in Salt Lake City, UT. We are seeking a detail-oriented and proactive Client Service Associate to support our advisors and provide outstanding service to our valued clients. The Client Service Associate serves as a key part of the client journey—from onboarding and asset transfers to ongoing service and advisor support—helping ensure every client interaction reflects the high standards of our firm. What You’ll Do: * Serve as a point of contact for client service requests with professionalism, warmth, and responsiveness * Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step * Build trusted relationships with clients while delivering a high-touch service experience * Manage incoming client calls and coordinate timely resolution of requests and inquiries * Maintain accurate documentation and detailed client notes within the CRM system (Wealthbox) * Support advisors by preparing for client meetings and ensuring a positive client experience * Coordinate and monitor account transfers from submission through completion * Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations * Review applications and paperwork for completeness and accuracy before submission * Assist with new business processing and operational workflows What We’re Looking For: * 2-year degree or greater with a Bachelor’s degree preferred * Kind and collaborative team player willing to assist others * 1+ years in client service or related industry experience * Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems * Exhibits meticulous attention to detail and a commitment to accuracy * Self-starter who takes initiative and works well independently * Excellent communication; written and verbal, professional and well spoken * Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks * Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance * Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters What You’ll Get: Pay & Perks: * Medical and dental insurance * 401(k) * PTO * Team events Schedule: * In office: Monday – Friday, 9:00am – 5:00pm * Some evenings required for client events, a few a year Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com [https://advisortalentsolutions.com/]

Responsibilities

The Client Service Associate manages the client journey from onboarding and asset transfers to ongoing service and advisor support. Key duties include processing service requests, maintaining CRM documentation, and coordinating client meetings.