Wealth Service Associate

About the Role

The Wealth Service Associate (CASA – Client Account Service Associate) supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. This role is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle.

This position can be located in:

• Salt Lake City, UT
• Houston, TX
• Boise, ID
• Phoenix, AZ

Key Responsibilities

• Delivering client service aligned to defined segmentation models.
• Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions.
• Participate in continuous training and development programs based on a tiered skills matrix.
• Contribute to a culture of recognition, feedback, and shared accountability.
• Support the implementation of best practices and standardized processes through a centralized resource center.
• Assist wealth management advisors and planners in managing and building client relationships.
• Administer wealth management client accounts through onboarding, cash flow monitoring, account maintenance, and closing.
• Assist clients, advisors, and planners with tactical questions and resolving client account issues.
• Perform functions associated with account governance, compliance, and regulatory requests.
• Other duties as assigned.

Requirements & Tech Stack

• Salesforce Financial Services Cloud
• Proficient in office software applications.
• Strong aptitude for learning and applying new technologies (e.g., data analytics tools, Copilot, etc.).

Qualifications

• Requires High School diploma or equivalent.
• Some years of account servicing, sales, customer service in the financial services industry or other directly related experience.
• A combination of experience and education may meet job requirements.
• College degree preferred.
• Series 7 & 66, (63/65) preferred.
• Life and health licenses required within the first 180 days of employment.
• Basic knowledge of the financial services industry and products.
• Good customer service skills and demonstrated client empathy.
• Solid oral and written communication skills to create relationships with clients.
• Detail-oriented and able to work well under pressure and meet deadlines.
• Ability to resolve client account issues.
• Demonstrated ability to work within a team-based service model and contribute to a culture of achievement, commitment, excellence, and synergy.
• Commitment to continuous learning and professional development.
• Experience in a client-facing financial services role preferred.
• Knowledge of wealth management operations is a plus.

Work Locations

• Salt Lake City, UT
• Houston, TX
• Boise, ID
• Phoenix, AZ

Work schedule: 8:30 AM to 5:00 PM

This is an in-office, on-site position.