Client Service Associate – Wealth Management
NFP, an Aon company
full-time
Posted on:
Location Type: Hybrid
Location: South Jordan • Utah • United States
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Salary
💰 $42,000 - $55,000 per year
About the role
- Build relationships with clients over the phone, in-person, and through email
- Receive inbound calls from clients, providing high level of service and accuracy for requests and questions
- Reach out to clients periodically to give account and market updates
- Keep impeccable notes on assigned tasks and projects on CRM
- Process transactions, forms, and other service requests; follow up on tasks to ensure accurate completion
- Oversee onboarding of new clients, including generating paperwork, updating client information across multiple systems, reaching out to gather signatures, and walking clients through their new accounts
- Prepare reports and paperwork for scheduled appointments
- Coordinate with advisers and clients to maintain accounts and implement changes after annual financial plan reviews
- Run annual audits to ensure clients are compliant with tax requirements
- Assist administrative staff and financial advisers with projects as requested
- Conduct and present 401k fund research and analysis to plan participants
- Work with outside fund and annuity companies to service client accounts
- Coordinate between business partners and professional contacts
Requirements
- Bachelor’s degree required; major in finance related field preferred
- 1+ year financial industry experience
- Experience working with high level of confidentiality
Benefits
- competitive salary
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisclient onboardingtransaction processingreport preparation401k fund researchcompliance auditingaccount managementdata entryCRM managementmarket analysis
Soft Skills
relationship buildingcommunicationattention to detailorganizational skillsconfidentialitycustomer serviceteam collaborationproblem-solvingpresentation skillstime management