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 You’ll 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.

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