Client Services Associate

New Yesterday

About Cygnet Client Services Cygnet Client Services is a specialized, white-label client services partner to financial advisors serving high- and ultra-high-net-worth clients. Our co-re offering, Full Support , provides advisors with a fully integrated outsourced client services team, handling day-to-day operations, supporting business growth, and delivering consistent, high-touch client service.
We also specialize in leading and executing complex transition projects . We support advisors as they move accounts and assets between custodians and navigate one of the most important moments in their professional journey. From account opening through post-transition support, our team ensures speed, accuracy, and a seamless client experience.
We are a fast-growing, Utah-based team that thrives on ownership, precision, and continuous improvement. If you are energized by high standards, meaningful work, and the opportunity to be part of something growing quickly, you’ve come to the right place.
Role & Responsibilities This is a hands-on execution role primarily focused on providing outsourced client services support to financial advisors and also providing operational support for transition projects.
A strong candidate for this position is detail-oriented, self-sufficient, and takes ownership of their work.
Responsibilities include: Responding directly to client phone calls and email requests while maintaining a high level of professionalism Executing client service requests, including account maintenance and updates Processing money movement requests (wires, ACHs, journals, distributions) Supporting account opening, transfers (ACATs), and onboarding workflows Supporting large-scale transition projects, including account repapering, asset transfers, and data validation across high volumes of accounts Working directly with custodians (e.g., Fidelity) to complete requests and resolve issues Maintaining and validating client data across systems to ensure accuracy and consistency Tracking workflows and ensuring all tasks are completed on time Supporting private investment workflows (subscription documents, capital calls, distributions, redemptions) Maintaining and improving CRM systems, including templates, workflows, and data integrity checks Tracking and distributing client tax documents (e.g., 1099s, K-1s) Coordinating with internal team members and external partners (custodians, advisors, etc.) to move work forward Ensuring all work is completed in line with compliance and internal standards Other duties as needed
Qualifications Exceptional attention to detail; high degree of accuracy and consistency Ability to work independently and manage concurrent, multi-step processes Strong written, verbal, and organizational skills Ability to operate effectively in a fast-paced, high-expectation environment Comfortable working in a small team with limited structure Strong sense of ownership and accountability Self-starter who can execute with minimal oversight Proficiency in Microsoft Excel and Microsoft Office Ability to learn new systems quickly (e.g., Fidelity Wealthscape, CRM systems) Demonstrated reliability and professionalism
Preferred: Experience with Fidelity Wealthscape, Addepar, CRM systems (ex. Wealthbox, Advyzon, RedTail), or similar tools Exposure to high-net-worth or ultra-high-net-worth client environments
Experience: 1–3 years of experience in a Client Services Associate or similar role within an RIA, broker-dealer, or custodian OR A recent graduate with a degree in finance, accounting, economics, or a related field
Work Environment In-office role based in Lehi, Utah Coworking space environment Small, growing team where individuals are expected to take ownership and wear multiple hats
Compensation & Benefits Compensation is competitive and dependent on experience.
We currently offer: Health insurance Paid time off, including vacation and holidays
As a growing company, we are actively working to expand our benefits offering over time. Our goal is to continue building a strong, supportive environment for our team as the business scales.
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Location:
Lehi

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