Client Service Associate Salt Lake City, UT

• 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

• High school diploma
• Kind and collaborative team player willing to assist others
• 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

• Medical and dental insurance
• 401(k)
• PTO
• Team events

• In office: Monday Friday 9:00am 5:00pm
• Some evenings required for client events a few a year

Required Experience:

IC