Wealth Client Services Specialist
Job in
Sandy, Salt Lake County, Utah, 84092, USA
Listed on 2026-09-01
Listing for:
Diversify
Full Time
position Listed on 2026-09-01
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Diversify is seeking a Client Service Associate at our Sandy, Utah headquarters. You will be the primary contact for advisors and their clients, delivering exceptional support and ensuring a seamless client experience.
This in-office, full-time role focuses on client care in a fast-paced wealth management environment. The successful candidate has 1+ years in client service, strong communication, and a willingness to obtain Series licenses within six months.
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