Client Service Associate

Client Service Associate Phibbs Financial Draper, UT Job Details Full-time $58,000 - $75,000 a year 9 hours ago Benefits Health savings account Paid holidays Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications High school diploma or GED Records management Bachelor's degree Customer relationship management (CRM) systems (technically supported) Stocking Technical troubleshooting support Office management Technical Proficiency Securities companies Full Job Description Phibbs Financial is an independent Registered Investment Advisor (RIA) that specializes in retirement planning. The clients we work with are family-focused people who have spent decades building something worth protecting. They deserve a firm that picks up the phone, already knows their name, and genuinely cares whether they get the retirement they worked for. We are looking for a Client Service Associate to be the operational backbone of our firm. This is a multi-faceted role that blends front desk responsibilities, client-facing service work, and office management. It is one of the most important positions in the firm.

Location:

In-office, Draper, UT Experience required: 2 to 3 years at an RIA, broker-dealer, or investment firm. A Quick Note on How We Work Phibbs Financial runs on high trust and accountability. We are direct and we move fast, and we expect the same from everyone on the team. If you want someone looking over your shoulder and telling you what to do every day, this is not the environment for you. If you want to do meaningful work with real independence, it might be a perfect fit. We are an incredibly tech-forward firm. We rely on a modern, robust tech stack to automate the boring stuff so we can focus on our clients. We do not cling to outdated software; if we find a tool that makes us more efficient, we pivot and adopt it. If learning new software excites you, you'll love it here. If logging into multiple platforms or adapting to software changes sounds overwhelming, you will likely find our pace frustrating. What We Offer Starting salary of $58,000, with a performance bonus tied to firm revenue A realistic path to $75,000 as you master the role, take on advanced operational ownership, and the firm grows 25 total paid days off (14 days of flexible

PTO + 11

standard paid holidays) Monday through Thursday 9 am to 5 pm, Friday 9 am to 3 pm Health, dental and vision insurance, health savings account, and 401(k) What You Will Do Client Service (60%) Handle client calls and emails with care and professionalism, routing complex matters to the advisor Open new accounts, prepare onboarding documents, and manage incoming account transfers (ACATs) Work directly with our custodian (Altruist) and insurance carriers to resolve discrepancies and keep accounts current Process cash management tasks including wire transfers, check deposits, and daily money movement requests Follow up on pending applications to keep things moving through the pipeline Maintain accurate, up-to-date client records in our CRM (Monday.com), which drives our day-to-day operations Schedule client appointments and prepare materials ahead of meetings Support clients with account access, rollover coordination, and transfer-related steps Operate in full alignment with internal compliance policies and SEC regulations at all times Obtain notary credentials after hire (we will support this process) Client Reception and Scheduling (30%) Welcome clients and set the tone for a professional, warm experience the moment they walk through the door Answer and route incoming calls Manage the advisor's calendar, scheduling, and appointment confirmations Screen inbound vendor calls to protect advisor time Office Management (10%) Keep the office stocked, cleaned, organized, and running without friction Support meeting logistics and in-office setup What We Need from You 2 to 3 years working at an RIA, broker-dealer, or investment firm (required) High school diploma required; bachelor's degree in business, finance, or a related field preferred Comfortable with financial terminology and products, and genuinely curious to keep learning You need to be comfortable with technology, with an ability to troubleshoot on the fly and confidently navigate new platforms without getting flustered. Direct experience working with custodians and insurance carriers Familiarity with CRM platforms; Monday.com experience is a meaningful plus Clear, confident communicator in both writing and conversation Able to manage competing priorities without dropping the ball Works well independently; you do not need to be managed to do great work Nice to Have Active insurance license Equal Opportunity Phibbs Financial provides equal employment opportunities to all employees and applicants and prohibits discrimination or harassment of any kind without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local law.

Pay:

$58,000.00 - $75,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Health savings account Paid time off Vision insurance Application Question(s): How many years of experience do you have working directly at an RIA, broker-dealer, or investment firm?

Work Location:

In person