ZipRecruiter

Log In

1

Financial Client Services Associate Jobs in Utah

next page

Showing results 1-20

All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Utah

Financial Client Services Associate information

What are Financial Client Services Associates?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a Financial Client Services Associate, and why are they important?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a Financial Client Services Associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What are popular job titles related to Financial Client Services Associate jobs in Utah? For Financial Client Services Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Utah look for? The top searched job categories for Financial Client Services Associate jobs in Utah are:
What cities in Utah are hiring for Financial Client Services Associate jobs? Cities in Utah with the most Financial Client Services Associate job openings:
Financial Client Services Associate jobs near you
Client Services Associate (Bilingual)

Client Services Associate (Bilingual)

KP LLC

Riverton, UT • On-site

$22 - $24/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Description

KP LLC is more than just a company. We have stood the test of time for over 90 years by combining our traditional services with the latest online technology. We continue to build on this foundation, growing our team with the same core values that made us who we are.


KP is looking for a Client Services Associate. The Client Service Associate is responsible for the overall support to the Client Services Department.  


Essential Duties and Responsibilities:

Client Services Support:

  • Aids Client Services Department, including various clerical functions, office duties, data entry or any other support activities as assigned.
  • Assist in facilitating all phases of service requirements for the client's product, including but not limited to reviewing client specifications, creating work orders, preparing internal documents, creating customer samples and projecting milestones.
  • Verbal and written communication with customers to answer questions and confirm data details. Example: order information, tracking numbers, log-in & password retrieval, shipping costs
  • Filing, scanning, and collecting mail return data from time to time 

This position may also perform any and/or all the following duties:

  • Job entry into KP Information Management System
  • Accurately prepares prebills and billing documents.
  • Assist billing process to ensure customer billing requirements are met.
  • Coordinate production of in-house accounts.
  • Other duties or projects as assigned or requested.

Requirements

Education, Experience and Training (Knowledge):

  • Associates degree (A.A) from two-year College; plus, one to two years related experience and/or training; or equivalent combination of education and experience. 
  • Basic knowledge of Microsoft Office products including Word, Excel and Outlook.
  • Basic knowledge of print, mail, fulfillment or marketing is a plus.
  • Experience with Microsoft Dynamics AX is desired.

Skills and abilities:

  • Good verbal, written and listening skills; ability to read, understand and follow SOP's, and supervisor's instructions.
  • Coordinates own work with others and works collaboratively to meet needs of the department.
  • Use self-management skills to plan, organize and prioritize work activities to use time efficiently.
  • Interpersonal skills to get along with employees, respond positively to instructions and procedures.
  • Reviews all work carefully for completeness and accuracy.
  • Bilingual (English/Spanish) preferred.

We take pride in fostering a positive work-life balanced environment. Our employees currently enjoy company benefits such as:

  • Competitive Pay
  • 11 Paid Company Holidays
  • Paid Time Off
  • Full benefits - Medical, Dental, Vision, Life Insurance and Disability
  • 401(k) Plan with Company Match

Apply