Client Services Representative Pinnacle Financial Advisors Price, Utah | In-Office | Full-Time About Pinnacle Financial Advisors Pinnacle Financial Advisors is a locally owned wealth management firm dedicated to helping individuals, families, retirees, and business owners make confident financial decisions. For more than 30 years, our firm has built long-term relationships with clients by providing personalized financial guidance and exceptional service. We believe our clients should feel known, valued, and taken care of every time they interact with our office. We are looking for a dependable, personable, and detail-oriented Client Services Representative to join our Price office and become an important part of that client experience. The Position The Client Services Representative is often one of the first people our clients interact with, whether they are calling the office, scheduling an appointment, dropping off paperwork, or needing assistance with their accounts. This position combines client service, administrative support, and financial office operations. The right person will enjoy working with people, staying organized, solving problems, and making sure important details don't fall through the cracks. You do not need previous financial services experience to be successful in this position. We are willing to train the right person who is dependable, professional, eager to learn, and committed to providing excellent service. Responsibilities As a Client Services Representative, you will:

• Greet clients and visitors and help create a welcoming, professional office environment
• Answer incoming phone calls and assist clients with questions and requests
• Schedule and confirm client appointments and help manage advisor calendars
• Prepare, process, and track client paperwork
• Assist with account openings, transfers, distributions, deposits, beneficiary changes, and other account service requests
• Maintain accurate client information and records in our CRM and other office systems
• Follow up with clients regarding outstanding paperwork, signatures, and service requests
• Communicate with investment companies, custodians, and other financial institutions to help resolve client service needs
• Prepare materials and information for upcoming client meetings
• Scan, organize, and maintain electronic client records
• Assist advisors and other team members with day-to-day administrative needs
• Help maintain an organized and efficient office
• Protect confidential client and financial information
• Learn and follow financial industry procedures and compliance requirements
• Take ownership of assigned tasks and follow them through to completion Because we are a small, collaborative office, everyone occasionally helps with responsibilities outside their normal day-to-day duties. What We're Looking For We're looking for someone who is:
• Friendly, professional, and comfortable working directly with clients
• Dependable and consistent
• Highly organized and detail-oriented
• Able to manage multiple tasks and priorities
• Comfortable using computers and learning new technology
• A strong communicator, both in person and over the phone
• Able to work independently while also being a good team member
• Willing to ask questions and learn
• Good at following established processes and procedures
• Trustworthy and comfortable handling confidential information
• Someone who takes pride in doing things correctly and following through Preferred Experience Previous experience in customer service, banking, insurance, financial services, healthcare, administrative work , or a professional office environment is helpful but not required.

Experience with Microsoft Office, CRM software, document management systems, or similar business technology is also helpful. Being a commissioned Notary Public is a plus, but it is not required to apply. Compensation $15

• 20 per hour , depending on experience and qualifications.

Candidates who are already a commissioned Notary Public may qualify for a higher starting wage. Employees who become a commissioned notary after being hired will receive a pay increase upon completing their notary commission . Benefits & Schedule We want Pinnacle to be a place where great employees can build a long-term career.

Benefits include:

• 401(k) retirement plan
• Paid time off
• Paid market holidays
• Four-day workweek — Monday through Thursday
• Fridays off
• Support for relevant certifications, training, and professional development
• Opportunities to learn more about the financial services industry and take on additional responsibilities over time This is a full-time, in-office position at our Price, Utah location .

Why Work at Pinnacle? We're a small team, which means this isn't a position where you'll be just another employee in a large organization. Your work will directly affect our clients and the success of our firm. You'll get to know the people we serve, work closely with our advisors and staff, and develop skills that can lead to greater responsibility within the financial services industry. We value integrity, exceptional client service, teamwork, personal responsibility, and continuous improvement . We're looking for someone who wants more than just a job—we'd like to find someone who can become a trusted, long-term member of our team. How to Apply Please submit your resume along with a brief introduction telling us why you're interested in the Client Services Representative position and why you think you would be a good fit for Pinnacle Financial Advisors. We look forward to hearing from you.

Pay:

$15.00

• $20.

00 per hour Expected hours: 32.0 per week

Benefits:

401(k) matching Flexible schedule Paid time off

Work Location:

In person