Description
Diversify is hiring a full-time, in-office Client Service Associate in Sandy, Utah, to serve as the primary contact for financial advisors and their clients. The role handles client inquiries, account maintenance, transaction processing, issue resolution, coordination with advisors, recordkeeping, and reporting. Candidates need at least one year of client service or administrative experience, required financial-services licensing within six months of hire, strong communication and organizational skills, and proficiency with Microsoft Office and CRM or financial software. The position offers a $45,000–$50,000 salary and medical, dental, and vision benefits.
