Client Experience Associate - Wealth Management

Diversify, Inc. in Orem, Utah is seeking a motivated Client Service Associate to be the primary contact for our advisors and clients, delivering outstanding support and a seamless client experience. This is a full-time, in-office role based in Orem, UT. In this role you will handle account maintenance, process transactions, resolve issues, and collaborate with financial advisors to ensure consistent, compliant service delivery.