Diversify
Diversify is seeking a motivated Client Service Associate to serve as the primary point of contact for advisors and their clients, ensuring a seamless and outstanding client experience. This full-time, in-office role in Orem, Utah, requires a detail-oriented professional with a background in financial services to manage account maintenance, resolve client issues, and maintain accurate records. The ideal candidate will possess strong communication skills and thrive in a fast-paced environment.
Diversify is a wealth management firm that empowers financial advisors and their clients with institutional resources and a boutique, personalized approach.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Diversify.
21% below the average for this role