Client Services Representative - Financial Services & Insurance

Pay : $65,000.00 - $95,000.00 per year

Why This Is a Great Opportunity

• Join a fast-growing, high-end private wealth and legal services firm supporting high-net-worth clients.
• Work in a polished, organized environment with strong mentorship from senior leadership.
• Build deep expertise in financial services, insurance workflows, and regulated client service operations.
• Make a real impact by ensuring a seamless, white-glove client experience.
• Enjoy stable hours, professional growth opportunities, and a values-driven culture.

Location

This is an on-site role in Salt Lake City, Utah, offering hands-on training, team collaboration, and direct support from leadership.

Note

Candidates must have at least 2 years of experience in financial services, wealth management, or insurance operations / client service.

About Our Client

Our client is a law-firm-led private wealth organization supporting high- and ultra-high-net-worth clients across estate planning, tax strategy, insurance, and financial services. Their team is known for exceptional client care, professionalism, and delivering highly coordinated, error-free service in a regulated environment.

Job Description

Serve as a primary point of contact for client requests, updates, service needs, and follow-ups.

Schedule and prepare client meetings, including agendas and attendance confirmations.

Provide timely updates and set clear expectations throughout the service process.

Assist with new business and ongoing service for financial and insurance products.

Prepare, review, and submit applications and documents to carriers and service partners.

Track cases through underwriting, approvals, delivery, and post-issue service.

Coordinate with carriers, custodians, and vendors to ensure timely processing.

Monitor and resolve pending items or missing documentation quickly and accurately.

Support compliance through accurate documentation, suitability materials, and organized files.

Maintain CRM notes, case pipelines, and tracking reports.

Improve workflows and templates to increase efficiency and reduce errors.

Support retention and client satisfaction by delivering a polished, empathetic client experience.

Qualifications

2+ years of client service, operations, or administrative experience in financial services, wealth management, or insurance.

Strong organizational skills and ability to manage multiple cases simultaneously.

Excellent written and verbal communication skills.

Proficiency with CRM systems, Outlook / Calendars, and Microsoft Office / Google Workspace.

Ability to handle sensitive, confidential information.

Reliable, detail-oriented, and proactive.

Why Youll Love Working Here

Supportive and collaborative environment with strong leadership engagement.

Clear career path for growth within a specialized financial and legal services firm.

Work that feels meaningful clients deeply appreciate your support.

A high-touch, professional culture built on accuracy, empathy, and trust.

Exposure to high-end financial, tax, and insurance strategy work.

JPC- 483

Job Type : Full-time

Benefits :

401(k)

Dental insurance

Paid time off

Vision insurance