Client Associate - Salt Lake City, UT

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. · ...

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. · ...

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

The Cynosure Group is a multi-strategy investment management firm seeking a Client Experience Associate to work in Salt Lake City. This role supports client advisory and investment operations across multiple private strategies. · Serve as key point of contact for private fund inv ...

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 ...

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 ...

We are seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. · Assist Financial Advisor(s) with sales, service and operational related activities. · Facilitate Financial Advisor and client requests for account related informati ...

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. · ...

+The Cynosure Group is seeking a Client Experience Associate to support client advisory needs across multiple private investment strategies. · ...

We're seeking a Client Delivery Associate who thrives in a fast-paced environment and takes pride in delivering exceptional client experiences. · ...

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. · ...

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. · ...

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 ...

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

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. · ...

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 ...

The Client Delivery Associate provides daily operational service support and ensures the delivery of exceptional client experiences. · Handles transactional requests escalations investigations of all types of service needs for clients engages with clients to ensure immediate need ...

Provides daily operational service support and ensures the delivery of exceptional client experiences.Resolves client problems promptly and effectively, · while ensuring that enhancement opportunities are identified and addressed or referred to during client service interactions. ...

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

This role provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems promptly and effectively. · ...