Client Services Associate

About the Role

The Client Services Associate is a full-time, on-site role based in the Salt Lake City Metropolitan Area, supporting financial advisors and clients with day-to-day account and service needs.

Key Responsibilities

• Manage client inquiries.
• Prepare and process account documents.
• Schedule and confirm meetings.
• Maintain accurate records in firm and Raymond James systems.
• Resolve service issues.
• Coordinate with internal and external partners.
• Ensure timely follow-up on all client requests.
• Assist with preparing reports and materials for client reviews.
• Support basic operational and compliance tasks.
• Contribute to a professional, client-focused office environment.

Requirements & Tech Stack

• Client services and customer service skills, with a focus on responsiveness and relationship building.
• Experience in customer support and communication, including clear verbal and written interaction with clients and team members.
• Foundational knowledge of finance and interest in wealth management or financial planning.
• High attention to detail, accuracy in documentation, and ability to manage multiple tasks and deadlines.
• Proficiency with office productivity tools (e.g., Microsoft Office or similar).
• Ability to learn financial platforms.
• Ability to work collaboratively in an on-site team environment.
• Ability to maintain confidentiality with sensitive information.

Qualifications

• Previous experience in a financial services, banking, or professional services setting is preferred.
• Associate or bachelor’s degree in business, finance, economics, or a related field, or equivalent relevant experience.