Client Services Representative Financial Services & Insurance

Pay: $65000.00 - $95000.00 per year

Why This Is a Great Opportunity

• Join a fast-growing high-end private wealth and legal services firm supporting high-net-worth clients.
• Work in a polished organized environment with strong mentorship from senior leadership.
• Build deep expertise in financial services insurance workflows and regulated client service operations.
• Make a real impact by ensuring a seamless white-glove client experience.
• Enjoy stable hours professional growth opportunities and a values-driven culture.

Location

This is an on-site role in Salt Lake City Utah offering hands-on training team collaboration and direct support from leadership.

Note

Candidates must have at least 2 years of experience in financial services wealth management or insurance operations/client service.

About Our Client

Our client is a law-firm-led private wealth organization supporting high- and ultra-high-net-worth clients across estate planning tax strategy insurance and financial services. Their team is known for exceptional client care professionalism and delivering highly coordinated error-free service in a regulated environment.

Job Description

• Serve as a primary point of contact for client requests updates service needs and follow-ups.
• Schedule and prepare client meetings including agendas and attendance confirmations.
• Provide timely updates and set clear expectations throughout the service process.
• Assist with new business and ongoing service for financial and insurance products.
• Prepare review and submit applications and documents to carriers and service partners.
• Track cases through underwriting approvals delivery and post-issue service.
• Coordinate with carriers custodians and vendors to ensure timely processing.
• Monitor and resolve pending items or missing documentation quickly and accurately.
• Support compliance through accurate documentation suitability materials and organized files.
• Maintain CRM notes case pipelines and tracking reports.
• Improve workflows and templates to increase efficiency and reduce errors.
• Support retention and client satisfaction by delivering a polished empathetic client experience.

Qualifications

• 2 years of client service operations or administrative experience in financial services wealth management or insurance.
• Strong organizational skills and ability to manage multiple cases simultaneously.
• Excellent written and verbal communication skills.
• Proficiency with CRM systems Outlook/Calendars and Microsoft Office/Google Workspace.
• Ability to handle sensitive confidential information.
• Reliable detail-oriented and proactive.

Why Youll Love Working Here

• Supportive and collaborative environment with strong leadership engagement.
• Clear career path for growth within a specialized financial and legal services firm.
• Work that feels meaningful clients deeply appreciate your support.
• A high-touch professional culture built on accuracy empathy and trust.
• Exposure to high-end financial tax and insurance strategy work.

JPC- 483

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Paid time off
• Vision insurance

Requirements: Must have 2 years of exp in financial services wealth management or insurance ops. Relocation: NO. PACK:NO

Submissions Name / Travis and Jade / ;

Quick Recruiter Reference (Internal Summary)

Our client is a private wealth law group offering estate planning tax insurance and financial services to high-net-worth clients. This CSR role supports the Financial Services & Insurance Director with case processing client communication and compliance workflows. The ideal candidate is polished organized and experienced in regulated financial/insurance environments.

Recruiters Submission: To submit cancel - Client Services Representative Financial Services & Insurance - Private Wealth Law Group. - JPC 483 - Source

**New Job Order Alert**

• Client job title: Client Services Representative Financial Services & Insurance

• Location: Salt Lake City UT

• On-site hybrid remote: On-site

• Experience: 2

• Good fit job titles/keywords for candidates: Client Services Representative Financial Services Coordinator Insurance Case Manager Client Support Specialist Wealth Management Support Financial Operations Assistant Insurance Service Coordinator Client Relations SpecialistClient Services Representative Financial Services Coordinator Insurance Case Manager Client Support Specialist Wealth Management Support Financial Operations Assistant Insurance Service Coordinator Client Relations Specialist

• # of hires needed: 1

• Open or not to recruiters on TE: NO