Client Service Associate

Diversify • Orem, UT

3d • Onsite

About The Position

Diversify is a wealth management firm that combines institutional-grade resources with personal attention and support. The firm aims to help advisors and wealth management firms differentiate themselves, retain entrepreneurial autonomy, and protect and serve their clients.

Diversify is seeking a motivated, detail-oriented Client Service Associate to serve as the primary point of contact for advisors and their clients. The role provides client and account support, resolves service issues, coordinates with advisors and other team members, maintains compliant records, and prepares reports. The position is full-time and in-office in Orem, Utah.

Requirements

• At least 1 year of experience in a client service or administrative role; wealth management or financial services experience is preferred.
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Collaborative mindset and commitment to contributing to team success.
• Strong computer and technical skills.
• Ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
• Detail-oriented, with an ownership mentality toward work quality.
• Self-starter with excellent organizational skills and the ability to multitask effectively.

Nice To Haves

• Bachelor’s degree in finance, business, or a related field (preferred but not required).
• Experience with CRM systems or financial software.

Responsibilities

• Serve as the main point of contact for advisors and their clients, addressing inquiries and providing timely, accurate information.
• Assist with account maintenance, including opening new accounts, processing transactions, and managing client service requests.
• Identify and resolve client issues or concerns with a focus on effective solutions and client satisfaction.
• Coordinate with financial advisors and other team members to support client needs and consistent service delivery.
• Maintain and update client records accurately and in accordance with regulatory requirements.
• Generate and review reports related to client accounts and activities as needed.

Benefits

• Medical coverage with HSA and FSA options.
• Dental and vision coverage.
• 401(k) with a company match.
• Access to a personal financial planner and unique investment options.
• Four weeks of paid time off.
• Twelve paid holidays.
• Two days for giving back.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed