Wealth Client Services Specialist
Raymond James Financial Services
Snowpine Wealth in Salt Lake City is seeking a proactive client services professional to support financial advisors and branch operations. You will manage client inquiries, schedule meetings, and maintain accurate CRM records while handling basic account activities and research. Requires 2+ years in office/customer service and a Bachelor’s degree; Series 7 & 66 or willingness to obtain are expected within the start period. This onsite role offers collaboration with a dynamic wealth team. #J-18808-Ljbffr
Vacancy posted 3 days ago
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