Top 18 Client services associate Jobs in Orem, Ut

Client Operations Associate
TrueNorth Wealth —Salt Lake City, UT
- $43,000 a year
- Full-time
- Background check
- Office
- Administrative experience
- Paid parental leave
- Health insurance
Quick Apply
4d
Registered Client Service Associate - Ameriprise Financial Advisors - Midvale, UT
Ameriprise Financial —Midvale, UT
- Full-time
- Research
- Office
- 3 years
Client Service Associate
Morgan Stanley —Sandy, UT
- Full-time
- Microsoft Excel
- English
- Research
RCM Client Services Associate
AdvancedMD —Lehi, UT
- 8 hour shift
- Hybrid work
- Computer literacy
- Medical office experience
- Research
- Paid holidays
- Health insurance
Quick Apply
Client Coordinator
Elase Nationwide —Draper, UT
- Part-time
- Mid-level
- High school diploma or GED
- Travel
- Paid time off
- 401(k) matching
Quick Apply
Registered Client Service Associate (Cottonwood Heights, UT)
Raymond James Financial, Inc. —Cottonwood Heights, UT
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
Wealth Management Client Associate
Bank of America —Provo, UT
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Service Associate
Diversify —Sandy, UT
- $45,000 - $50,000 a year
- Full-time
- Background check
- Microsoft Excel
- Pass drug screening
- Health savings account
- Paid holidays
Quick Apply
Rental Sales Customer Service Agent
Budget Rent a Car of Salt Lake City —Provo, UT
- $16.50 - $18.50 an hour
- Part-time
- Background check
- 18 years or older
- Clean driving record
- Paid holidays
- Health insurance
Client Services Associate (Bilingual)
KP LLC —Riverton, UT
- $22 - $24 an hour
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Senior Client Relationship Coordinator (Cottonwood Heights, UT)
Raymond James Financial, Inc. —Cottonwood Heights, UT
- Full-time
- Writing skills
- Research
- Mid-level
- Paid holidays
- Health insurance

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2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER…
$61,000 - $250,000 a year
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Practice Management Consultant - Wealth Management
Zions Bancorporation —Salt Lake City, UT
Partner with stakeholders to develop and deliver training programs that promote understanding and adoption of new or updated systems, driving smooth transitions…

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
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Client Executive
Team Wireless - Verizon Authorized Retailer —Columbus, OH
Collaborate with the strategy team, developing and executing business plans, driving executive-level contact planning and ensuring effective team communication.
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Client Operations Associate

TrueNorth Wealth
Salt Lake City, UT

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Job Details

Full-time
$43,000 a year
4 days ago

Benefits

Paid parental leave
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance
Retirement plan

Qualifications

Customer records maintenance
Escrow
Investment advisory support
Retirement account customer support
Confidential information handling
Regulatory documents
Serving clients
Account maintenance
Investment operations
Bank transfers
Money transfers
Client file management
Improving operational efficiency
Administrative experience
Client database systems
Mortgages
Investment account customer support
Organizational skills
Credit union experience
CRM system proficiency
Productivity software
Communication skills
Account opening
Accounting support
Entry level
Time management
Office record organization
Customer data entry

Full Job Description

Client Operations Associate

About TrueNorth Wealth

At TrueNorth Wealth, we believe exceptional client service extends far beyond the conference room. Behind every successful client relationship is a dedicated operations team that ensures every detail is handled with accuracy, professionalism, and care.

We are seeking a Client Operations Associate to join our growing team. This is an excellent opportunity for someone who enjoys organization, problem-solving, and creating exceptional experiences through operational excellence. If you are naturally detail-oriented, enjoy working in a collaborative environment, and find satisfaction in keeping processes running smoothly, we'd love to meet you.

While this position primarily supports our advisors and clients behind the scenes, your work plays a critical role in helping individuals and families achieve their financial goals.

What You'll Do

As a Client Operations Associate, you'll become an integral part of our operations team by supporting advisors and clients throughout the account lifecycle. Your responsibilities will include:

Preparing and processing client paperwork accurately and efficiently.
Assisting with IRA distributions, Qualified Charitable Distributions (QCDs), Required Minimum Distributions (RMDs), account transfers, and other money movement requests.
Assist with preparing for client meetings by ensuring all required documentation is complete, organized, and ready for execution, while reviewing submitted paperwork for accuracy and completeness before processing.
Coordinating with custodians and financial institutions to ensure requests are completed accurately and promptly.
Reviewing paperwork for completeness and regulatory requirements before submission.
Maintaining accurate client information within our CRM and operational systems.
Monitoring pending transactions and proactively following up to ensure timely completion.
Supporting advisors and fellow team members with operational requests and special projects.
Helping identify opportunities to improve workflows, increase efficiency, and enhance the overall client experience.

What We're Looking For

We're looking for someone who takes pride in producing accurate work, enjoys learning new systems, and thrives in a collaborative, fast-paced environment.

The ideal candidate will have:

Exceptional attention to detail and strong organizational skills.
The ability to manage multiple priorities while maintaining a high level of accuracy.
Strong written and verbal communication skills.
Excellent time management and follow-through.
A positive, team-oriented attitude with a willingness to learn and grow.
The ability to maintain confidentiality and handle sensitive information with professionalism.
A commitment to delivering outstanding service to both clients and teammates.

Preferred Qualifications

While not required, experience in one or more of the following areas is highly valued:

Wealth management
Financial services
Banking or credit unions
Investment operations
Insurance administration
Mortgage, escrow, or title services
Accounting or financial administration
Administrative or operations support

Experience with Microsoft Office, CRM platforms, and financial custodial systems is preferred but not required.

Why Join TrueNorth Wealth?

At TrueNorth Wealth, we believe our people are our greatest asset. We foster a culture built on collaboration, integrity, continuous learning, and genuine care for one another. Every team member plays an important role in the success of our clients, and we are committed to providing opportunities for professional growth and long-term career development.

As our firm continues to grow, you'll have the opportunity to expand your knowledge of the financial services industry, build meaningful relationships with an outstanding team, and make a lasting impact behind the scenes.

If you're looking for a career where your organization, precision, and commitment to excellence truly matter, we'd love to hear from you.

Pay: $43,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee discount
Health insurance
Life insurance
Paid parental leave
Paid time off
Parental leave
Professional development assistance
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

client services associate jobs in orem, ut

Client Operations Associate

Registered Client Service Associate - Ameriprise Financial Advisors - Midvale, UT

Client Service Associate

RCM Client Services Associate

Client Coordinator

Registered Client Service Associate (Cottonwood Heights, UT)

Wealth Management Client Associate

Client Service Associate

Rental Sales Customer Service Agent

Client Services Associate (Bilingual)

Senior Client Relationship Coordinator (Cottonwood Heights, UT)

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