Client Service Associate

Diversify•Orem, UT

5d•Onsite

About The Position

Diversify is a wealth management firm offering institutional-grade resources and personal attention to advisors and wealth management firms. The Client Service Associate is the primary point of contact for advisors and their clients, providing responsive support and helping deliver a seamless client experience. This is a full-time, in-office role based in Orem, Utah.

Requirements

At least 1 year of experience in a client service or administrative role.
Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
A collaborative mindset and commitment to contributing to team success.
Strong computer and technical skills, including proficiency in Microsoft Office Suite (Word, Excel, and PowerPoint).
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

Experience in wealth management or financial services.
Bachelor’s degree in finance, business, or a related field.
Experience with CRM systems or financial software.

Responsibilities

Serve as the main point of contact for advisors and their clients, responding to inquiries and providing timely, accurate information.
Assist clients with account maintenance, including opening new accounts, processing transactions, and managing service requests.
Identify and resolve client issues or concerns with effective solutions that support 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.