Wealth Management-Salt Lake City-Associate-Client Services

Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. · ...

This full-time in-office employment opportunity for Deseret First Credit Union would allow you to support Financial Advisors associated with LPL Financial under our Employee Advisor Model. · ...

We empower professionals to shape their success while helping clients pursue their financial goals with confidence. · Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolution. · ...

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environ ...

We are seeking a Client Service Representative to support our clients by providing effective and timely assistance over live chat, phone, and email. · ...

Fidelity Digital Asset Services is an emerging business unit, dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise. · ...

Wealth and Investment Management is seeking a Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. · ...

+We're hiring a Client Service Associate to support our advisors and help deliver an exceptional client experience. · +Assist advisors with daily administrative and client-related tasksMaintain and update each client's dashboard and financial scorecardAudit, organize, and process ...

Wealth and Investment Management is seeking a Client Associate in Wells Fargo Advisors. · Assist Financial Advisor(s) colleagues with service and operational related activities. · Facilitate Financial Advisor and client requests for account related information and/or quotes. · ...

Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) on a daily basis. · ...

Wealth and Investment Management seeking Client Associate in Wells Fargo Advisors to assist with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. · ...

We are seeking Client Service Associate – Series 7 Licensed to support complaint resolution operations within a financial services environment. · ...

We seek Client Service Associate – Series 7 Licensed in financial services environment to research resolve operational service-related client complaints ensuring accuracy compliance high-quality client communication. · ...

Sepio Capital is a $6 billion multi-family office and institutional advisor headquartered in Salt Lake City, Utah. We have a 24 person team with 13 investment professionals who are dedicated to building custom solutions for clients. · ...

Job summaryDentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. · Assist advisors with daily administrative and client-related tasks · Facilitate new client onboarding, including gathering ...

This role involves providing exceptional service to clients and supporting Financial Advisors on a daily basis. · ...

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

We are a fast-growing transportation services company seeking a Client Delivery Associate who thrives in a fast-paced environment. This role involves coordinating large-scale client projects and supporting their day-to-day operational needs. · Coordinate large-scale client projec ...

+Registered Client Service Associates provide exceptional service to clients and support Financial Advisor teams on a daily basis. · +High School Diploma/EquivalencyCollege degree preferredActive Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) · ...

Aventis Consulting está buscando a un Client Account Associate quien disfrute trabajando con personas, esté organizado y sea parte de un equipo apoyador. · High school diploma or GED required · Experience in customer service, client services, retail, hospitality or office support ...