Jobs in the United States

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Added 4 mins ago
Enterprise Service Desk Analyst
Astrion
Huntsville, AL
Provide technical support for hardware, software, mobile devices, and enterprise applications
Added 5 mins ago
Workday Fin/SCM Consultant
Hays
FL
Our client is seeking Workday Fin/SCM Consultant in Remote, FL.
Added 10 mins ago
Client Account Specialist
Pinion
Wichita, KS · Bozeman, MT · Butte, MT · Great Falls, MT · Helena, MT · Lenexa, KS · Loveland, CO · Missoula, MT · Billings, MT
Are you passionate about technology and building lasting client relationships? As a Client Account Specialist, you’ll play a critical role in connecting IT solutions with real-world…
Added 12 mins ago
Investment Banking Associate, Industrials
UCM Santander US Capital Markets LLC
United States
…Analyst, with increased responsibilities in project management and client interaction. Associates continue to participate in structured training while taking a more active role in deal…
Added 14 mins ago
A
Electrical Engineer
Actalent
Halfmoon, NY
- $120,000 to $160,000 USD / year
Provide technical support to sales, customer support, and operations teams when required.
Added 14 mins ago
Medicare & Individual Marketing - Broker Support Marketing Liaison 176-1010
CommunityCare
Tulsa, OK
Includes both detailed technical work as well as client communication
Added 16 mins ago
J
Senior Electrical Engineer
Jobgether
Remote, United States
- $120,000 to $150,000 USD / year
As a Senior Electrical Engineer, you will lead the technical quality and delivery of complex electrical engineering projects, ensuring that all designs meet the highest technical and safety…
Added 16 mins ago
Healthcare Reimbursement Senior Consultant
Baker Tilly Advisory Group, LP
United States
…analysis, and related advisory engagements. You will combine technical reimbursement knowledge, financial analysis, and client service skills to help clients address complex regulatory…
Added 31 mins ago
Veterinary Diagnostic Pathologist- Section Head
State of Montana
Bozeman, MT
Added 31 mins ago
Transmission Line Project Engineer (Rocky Mountain)- Remote
WSP USA
Bozeman, MT · Billings, MT
Provides technical leadership and guidance for the planning, design, and delivery of high‑voltage overhead transmission line projects. Tasks may include research, design, concept…
Added 31 mins ago
Account Executive
Logicalis
Helena, MT
Added 31 mins ago
EG
Operations - Process Manager - Sr
Eliassen Group
Helena, MT
- $55 to $65 USD / hour
Our client seeks a senior process manager to lead Script Governance to ensure Intent = Execution for internal and legacy backbook scripts from a recent acquisition. The role will coordinate…
Added 31 mins ago
EG
Workday Adaptive Planning Engineer
Eliassen Group
Helena, MT
- $65 to $75 USD / hour
Our client is seeking a Workday Adaptive Planning Engineer to design, build, and maintain financial planning and forecasting solutions. The role partners with FP&A, Accounting, and Finance…
Added 31 mins ago
EG
Sr Technical Project/Program Manager
Eliassen Group
Helena, MT
- $48 to $53 USD / hour
Our client seeks a Sr Technical Project/Program Manager to lead a complex, multi-year Workday migration for affiliates covering benefits, payroll, learning, recruiting, HR, and finance. The…
Added 31 mins ago
EG
Senior Java Full-Stack Developer
Eliassen Group
Helena, MT
- $70 to $80 USD / hour
Our client is seeking a Senior Java Full-Stack Developer to design, build, and support scalable software solutions across the full application stack. This individual will work as part of a…
Added 36 mins ago
IP Database Coordinator
Fenwick & West LLP
NY · Washington, DC
…requires meticulous attention to detail, as the integrity of client and case data directly affects docket deadlines and client service. The IP Database Coordinator will assist with routine…
Added 40 mins ago
Labor Department Community Services Representative
State of Connecticut
Wethersfield, CT
Check out our Applicant Tips on How to Apply! Need more resources? Visit our Applicant Toolkit for additional support throughout the recruitment process.
Added 40 mins ago
Mechanical Engineer – HVAC/Building Systems
Farnsworth Group
Phoenix, AZ
Resolve technical issues and support quality control efforts throughout the design process.
Added 42 mins ago
Executive Director, Client Intake & Conflict Management (Americas)
Ankura Consulting Group LLC
Chicago, IL · Ann Arbor, MI · FL · Nashville, TN · Los Angeles, CA · Irvine, CA · AZ · Dallas, TX · Charlottesville, VA · Boston, MA · Baltimore, MD · Atlanta, GA
· Serve as the senior escalation and decision-support leader when potential legal, commercial, client, reputational, or relationship conflicts are identified and stakeholder alignment is…
Added 48 mins ago
J
Technical Program Manager
Jobgether
Remote, United States
- $191,226 to $219,746 USD / year
…transformation programs, translating strategic business objectives into technical roadmaps and measurable outcomes. You will coordinate multiple Agile teams, align engineering and business…
Added 48 mins ago
Client Care Manager- Licensed Customs Broker
Jobgether
Remote, United States
You will also collaborate across departments to improve processes, strengthen technical capabilities, and support successful client onboarding.
Added 50 mins ago
A
Entry Level Civil Design Engineer
Actalent
Brooklyn, NY
- $75,000 to $100,000 USD / year
…diversity-driven environment. The culture emphasizes collaboration, client focus, and technical excellence, providing a supportive setting where contributions are…
Added 55 mins ago
Senior Tax Manager
HD Growth Partners
Cleveland, OH · Youngstown, OH
The Senior Tax Manager is a key leader within the firm’s tax practice and is responsible for managing client relationships, overseeing complex tax engagements, reviewing work performed by…
Added 55 mins ago
Territory Account Manager
VLP An EquipmentShare Company
Wichita, KS
…contractors and communities through innovative technology, real-time support, and a team that truly…
Added 55 mins ago
Territory Account Manager
VLP An EquipmentShare Company
Garden City, KS
…contractors and communities through innovative technology, real-time support, and a team that truly…

Diversify

Client Service Associate

Orem, UT, United States

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Job details

Experience: 1+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.
Posting language: English
Posted: Nov 4, 2026

Original job description

About Us

Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.

We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.

Learn more about us at https://joindiversify.com.

About the Position

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering outstanding support and ensuring a seamless client experience. If you have a strong background in financial services, a passion for client care, and the ability to thrive in a fast-paced environment, we would love to hear from you. This is a full-time, in-office role stationed in Orem, Utah.

Your Impact

Client Relations: Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information.
Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
Problem Resolution: Identify and resolve client issues or concerns with a focus on delivering effective solutions and maintaining client satisfaction.
Coordination: Work closely with financial advisors and other team members to support client needs and ensure consistent service delivery.
Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
Reporting: Generate and review reports related to client accounts and activities as needed.

Who You Are

1+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.
Bachelor’s degree in finance, business, or a related field is preferred but not required.
Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
Collaborative mindset with a commitment to contributing to team success

Your Toolkit

Strong computer and technical skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
The ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
Detail-oriented with an ownership mentality towards the quality of your work.
Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits

Core Benefits - Medical with HSA and FSA options, dental, and vision.
Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
Great Team Culture - Team members consistently rave about having great colleagues.
Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

Join Us Now!

If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!

We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V

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