Client Service Associate

About the Role

Join our dynamic team at Wealth Management CPAs as a detail-oriented and proactive Client Service Associate in Salt Lake City, UT. This role is key to the client journey, supporting advisors and providing outstanding service.

Key Responsibilities

• 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
• 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

Requirements & Tech Stack

• Demonstrates strong integrity and a commitment to ethical conduct
• Proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
• 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
• 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

Qualifications

• 2-year degree or greater with a Bachelor’s degree preferred
• Kind and collaborative team player

Pay & Perks

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

Schedule

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