About Us
Diversify Advisor Network is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at https://joindiversify.com.
About the Position:
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering outstanding support and ensuring a seamless client experience. If you have a strong background in financial services, a passion for client care, and the ability to thrive in a fast-paced environment, we would love to hear from you. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.
Your Impact:
Client Relations: Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information. Building strong relationships and delivering an exceptional client experience is essential to success in this role.
Account Management: Assist clients with account maintenance, including opening new accounts, processing transactions, and handling all service requests delegated by your advisory team or received directly from clients.
Problem Resolution: Proactively identify and address client issues or concerns with a calm, solution-focused approach, ensuring effective resolution and continued client satisfaction.
Coordination: Work closely with financial advisors and other team members to deeply understand client needs, support the advisor-client relationship, and ensure consistent, high-quality service. Build strong rapport with clients-becoming their trusted first point of contact and the advisor's strongest advocate.
Documentation: Maintain thorough, time-stamped documentation of all client interactions and service activities. Accurate and timely recordkeeping is essential for staying organized, tracking progress, meeting deadlines, and maintaining compliance with regulatory requirements. This is a critical part of delivering consistent, high-quality client service.
Reporting: Generate, review, and act on reports related to client accounts and activities. Participate in ongoing projects assigned across the CSA team to maintain clean, accurate data-an essential part of delivering organized, compliant, and high-quality service.
Who You Are:
2+ years of experience in a client service role.
Exceptional communication and interpersonal skills, with the ability to build and maintain strong, trusting client relationships.
Collaborative mindset with a strong commitment to supporting team goals and contributing positively to overall success.
Honest, Hard Working, Humble, Happy and Helpful
Required Licensing within 90 days of hire: State Life & Health Insurance, Series 65
Your Toolkit:
Strong computer and technical skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and Adobe. Experience with CRM documentation systems, Financial software and Digital Signature software is a plus.
Ability to work independently, think through complex problems, and provide thoughtful, solutions-oriented responses-while knowing when to seek guidance from supervisors and advisory teams in challenging situations.
Detail-oriented with an ownership mentality-taking full responsibility for the accuracy, completeness, and quality of your work. Proactively identify errors or gaps, follow through on tasks thoroughly, and strive for continuous improvement to ensure excellence in every deliverable.
Self-starter with excellent organizational skills and the ability to effectively manage multiple tasks and priorities without losing focus or quality. Proactively plans and adapts to changing demands to meet deadlines consistently.
Benefits
Core Benefits - Medical with HSA and FSA options, dental, and vision.
Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
Great Team Culture - Team members consistently rave about having great colleagues.
Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.
Join Us Now!
If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify Advisor Network is An Equal Opportunity Employer--M/F/D/V
