Client Service Associate - Salt Lake City, UT

Advisor Employee Services•Salt Lake, UT

5d•Onsite

About The Position

Wealth Management CPAs in Salt Lake City, UT is seeking a detail-oriented and proactive Client Service Associate to support their advisors and provide outstanding service to their 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 the firm.

Requirements

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

Responsibilities

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