Client Service Associate - Ogden, UT

Employer Industry: Financial Services

• Salary up to $41.83/hour
• Highly competitive benefits package including 401K matching, health benefits, employee stock options, and paid time off
• Opportunity for career advancement within a rapidly growing firm
• Supportive and innovative work environment with a focus on professional development
• Chance to directly impact client relationships and contribute to their financial success
• Collaborative team-oriented culture that values creativity and continuous improvement

• Provide administrative support to advisors, including managing client calls and scheduling appointments
• Maintain and update client management systems with accurate information
• Assist with documentation for new business and manage operational account activities
• Conduct proactive outreach to clients regarding time-sensitive activities
• Educate clients on account services and new technologies to enhance their experience

• Ability to work onsite Monday through Friday in Ogden, UT
• Bachelor’s degree, preferably in Business, Accounting, or Finance
• Series 66 (or Series 63/65) and Series 7 license or ability to obtain within 120 days
• Minimum of 2 years of experience working with Financial Advisors and support teams
• 2+ years of brokerage/financial services industry knowledge

• Strong customer focus with excellent verbal and written communication skills
• Proven ability to manage multiple projects in a fast-paced environment
• Organized with strong attention to detail and problem-solving skills
• Outstanding interpersonal skills for building relationships with clients and colleagues
• Proficiency in Microsoft Office and CRM applications

#Financial Services #Client Support #Career Growth #Competitive Benefits #Team Collaboration

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