Hiring: Client Services Associate Company: Alta Capital Management Location: Salt Lake City Metropolitan Area Job Posted Time: 2026-09-16 20:52:56 Target Skills & Keywords : Microsoft Office, Wealth Management About the job Experience: •1–3 years of experience in wealth management, financial services, or a client‑facing operational role. •Strong organizational skills with exceptional attention to detail. •Excellent communication skills, both written and verbal. •Demonstrated capacity to manage multiple priorities and meet deadlines in a fast‑paced environment. •This role reports directly to Ruairi Chapman, Director Client Services, with close collaboration across Alta’s investment, trading, operations and client service teams. Required Skills: •We are seeking a detail‑oriented and client‑focused •To support our Client Services team. This role is essential to delivering a seamless client experience, ensuring operational excellence, and enabling advisors to focus on strategic relationship management. The ideal candidate is organized, proactive, and comfortable working in a fast‑paced, high‑touch environment. •Support onboarding of new clients, including account setup, documentation, and coordination with custodians. •Serve as a primary operational point of contact for clients, responding to inquiries with professionalism and urgency. •Interface directly with Trading and Operations for client account maintenance, deposits/withdrawals, and document submissions. •Advisor Support •Prepare reports, performance summaries, and meeting materials for advisors as needed. •Maintain CRM records, ensuring data accuracy and timely updates. Qualifications: •Bachelor’s degree in finance, business, or a related field—or equivalent relevant experience. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!