Client Relationship Associate - Salt Lake City - EP Wealth Advisors

    EP Wealth Advisors
    EP Wealth Advisors Salt Lake City

    18 hours ago

    Description

    EP Wealth Advisors is seeking a Client Relationship Associate to join their team in Salt Lake City.

    Job Description

    • Maintain existing client relationships by responding to inquiries about account maintenance, cash management, distributions, and investment reporting.
    • Collaborate with various departments to execute client requests within service level agreements.
    • Resolve client issues using internal resources or escalating them as necessary.

  • Work in company

    Client Relationship Associate

    Only for registered members

    EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025. · ...

    Salt Lake City $24.04 - $31.25 (USD)

    1 month ago

  • Work in company

    Client Relationship Associate

    Only for registered members

    Description · EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and en ...

    E Lion Lane Suite Salt Lake City, Utah, United States

    1 day ago

  • Work in company

    Client Relationship Associate

    Only for registered members

    Wealth advisory firm hiring Client Relationship Associate to partner with wealth advisory teams contributing to client satisfaction and growth. Ideal candidate has a track record of delivering excellent client service and strong organizational skills. · ...

    Salt Lake City, UT

    2 weeks ago

  • Work in company

    Associate Relationship Financial Advisor

    Only for registered members

    We are seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. · ...

    Salt Lake City, UT

    1 month ago

  • Work in company

    Associate Relationship Financial Advisor

    Only for registered members

    We are seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. · ...

    Salt Lake City Full time

    1 month ago

  • Work in company

    Associate Relationship Financial Advisor

    Only for registered members

    The company is seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. · ...

    Salt Lake City

    1 month ago

  • Work in company

    Associate Relationship Financial Advisor

    Only for registered members

    This role supports clients and provides financial advice and counsel consistent with client goals and risk tolerance with a focus on prospective Wells Fargo clients within a bank branch location through partnership activities. · Support clients and provide financial advice and co ...

    Salt Lake City, UT

    1 month ago

  • Work in company

    Associate Relationship Financial Advisor

    Only for registered members

    We are seeking an Associate Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. · Support clients and provide financial advice and counsel consistent with client goals and risk tolerance · Identify opportunities for process improvem ...

    Salt Lake City

    1 month ago

  • Work in company

    Administrative Relationship Manager, Supervising Associate

    Only for registered members

    +The Administrative Relationship Manager will develop and maintain long-term relationships with Partners, Principals, Managing Directors and Directors (PPMDDs), understanding their needs and ensuring their satisfaction with our scope of services. · + · ...

    Salt Lake City, UT

    4 days ago

  • Work in company

    Client Relationship Associate

    Only for registered members

    EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $40.5 billion as of September 30, 2025, serving predominately high net worth individuals. · Lead and maintain existing client relationships as primary point of contact for inquires related to account mainten ...

    Cottonwood Heights $24.04 - $31.25 (USD) Full time

    1 month ago

  • Work in company

    Associate Relationship Banker

    Only for registered members

    Representa nuestra marca y cultura con hospitalidad al ofrecer soluciones financieras a nuestros clientes. · ...

    West Jordan, UT

    3 weeks ago

  • Work in company

    Home Improvement Financing Relationship Specialist

    Only for registered members

    The Home Improvement Financing Relationship Specialist supports our team of Relationship Managers in the development of existing relationships with program sponsors and/or contractor clients, helping them achieve their goals and solve problems. · At Regions, the Home Improvement ...

    Salt Lake City $50,500 - $63,650 (USD)

    1 week ago

  • Work in company

    Home Improvement Financing Relationship Specialist

    Only for registered members

    The Home Improvement Financing Relationship Specialist supports our team of Relationship Managers in the development of existing relationships with program sponsors and/or contractor clients. · ...

    Salt Lake City $50,500 - $63,650 (USD)

    3 weeks ago

  • Work in company

    Home Improvement Financing Relationship Specialist

    Only for registered members

    The Home Improvement Financing Relationship Specialist supports the team of Relationship Managers in developing existing relationships with program sponsors and/or contractor clients to achieve their goals and solve problems. · ...

    Salt Lake City $50,500 - $63,650 (USD) Full time

    1 week ago

  • Work in company

    Postdoc Research Associate

    Only for registered members

    The University of Utah is seeking a highly motivated Postdoctoral Research Associate to join the lab of Dr. Maggie French.This position will involve collecting functional data about motor function, mood, and cognition from individuals with stroke using remote monitoring methods. ...

    Salt Lake City

    1 month ago

  • Work in company

    Business Development Associate

    Only for registered members

    Ninyo & Moore busca un Business Development Associate en Salt Lake City. El candidato deberá reforzar relaciones con clientes existentes y buscar nuevos sectores. · Reforzar relaciones con clientes existentes. · Búsqueda de nuevos sectores empresariales. · ...

    Salt Lake City

    3 weeks ago

  • Work in company

    Home Improvement Financing Relationship Manager

    Only for registered members

    The Home Improvement Financing Relationship Manager is responsible for planning and managing the overall business relationship with both legacy and new Loan Program Sponsors.The RM builds productive long-term relationships based upon the achievement of mutually beneficial strateg ...

    Salt Lake City $63,841 - $100,790 (USD)

    1 month ago

  • Work in company

    Home Improvement Financing Relationship Specialist

    Only for registered members

    + Home Improvement Financing Relationship Specialist · Makes assigned outbound phone calls to contractors to educate them about product, process, or reporting enhancements and next steps required to utilize them · Responds promptly to assigned inbound calls from program sponsors ...

    Salt Lake City, UT

    3 weeks ago

  • Work in company

    Middle Market Banking

    Only for registered members

    We have a long-standing commitment to Equity, Diversity and Inclusion. · We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. · ...

    Salt Lake City Full time

    2 weeks ago

  • Work in company

    Business Development Associate

    Only for registered members

    This is a full-time Business Development Associate located in the Salt Lake City Metropolitan Area. The Business Development Associate will engage in lead generation initiatives, conduct market research, develop and deliver compelling presentations, · Proficiency in Presentation ...

    Salt Lake City

    1 month ago

  • Work in company

    Middle Market Banking

    Only for registered members

    A Commercial and Specialty Banking Relationship Manager II will ensure the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients while cross-selling lending depositor and Treasury Management p ...

    Salt Lake City

    2 weeks ago

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