Client Service Associate

Job overview

The Client Service Associate role is a full-time, in-office position in Sandy, UT; compensation is not specified. Diversify provides wealth-management resources and support to advisors and wealth management firms. As the primary service contact for advisors and their clients, the associate handles account requests, resolves issues, and coordinates with financial advisors and colleagues. Accurate records and responsive service help deliver a seamless client experience and support regulatory compliance.

What you'll do

• Respond to advisor and client inquiries
• assist with account setup, maintenance, transactions, and service requests
• resolve client concerns
• coordinate with financial advisors and team members
• maintain accurate, compliant client records
• generate and review account and activity reports.

What we're looking for

Skills & competencies

client service associate

wealth management

financial services

full-time

in-office

sandy ut

diversify

client relations

account maintenance

transaction processing

regulatory compliance

microsoft office

crm systems

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical with HSA and FSA options, dental and vision
• 401(k) company match
• personal financial planner access
• four weeks paid time off, 12 paid holidays, and two giving-back days.

Why this role

The posting describes medical coverage with HSA and FSA options, dental and vision insurance, a 401(k) with company match, access to a personal financial planner, four weeks of paid time off, 12 paid holidays, and two days for giving back.

About the employer

Diversify is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.