Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

White-Glove Private Wealth Client Services Specialist

Orion Placement

A private wealth and legal services firm in Salt Lake City is seeking a Client Services Coordinator to support high-net-worth clients. The role involves managing client communications, coordinating meetings, and ensuring documentation accuracy. Candidates should have at least 2 years of experience in financial services or wealth management. This full-time position offers competitive pay and a supportive work environment. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the White-Glove Private Wealth Client Services Specialist in Salt Lake City, UT vacancy
  •  ...have an enthusiasm for helping our clients, taking care of our employees, building...  ...delivering extraordinary customer service while maintaining a strong...  ...their financial needs.  As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... 
    Private client

    JPMorgan Chase & Co.

    Salt Lake City, UT
    more than 2 months ago
  •  ...Client Relationship Analyst Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted... 
    Private client
    Work at office
    Local area

    Morgan Stanley

    Salt Lake City, UT
    4 days ago
  • $52.6k - $98k

     ...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result...  ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the... 
    Private client
    Minimum wage
    Local area
    Night shift

    Marsh & McLennan

    Salt Lake City, UT
    1 day ago
  • $52.6k - $98k

     ...what makes us different and how you can make your mark as a Private Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business...  ...offices across North America, we combine the personalized service model of a local consultant with the global resources of the... 
    Private client
    Minimum wage
    Local area
    Night shift

    Marsh LLC

    Salt Lake City, UT
    4 days ago
  • $55k

     ...Private Client Advisor Location: 2299 Highland Drive, Salt Lake City Utah Job Summary: The Private Client Advisor's focus will be...  ...concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment... 
    Private client
    Temporary work
    Bank staff
    Work at office
    Flexible hours
    Night shift

    KeyCorp

    Salt Lake City, UT
    1 day ago
  •  ...Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping... 
    Private client
    Full time
    Live out
    Work at office
    Local area
    Flexible hours

    Arthur J. Gallagher & Co.

    Salt Lake City, UT
    7 days ago
  •  ...Position Summary Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. They build trusted relationships through regular interactions and assist clients... 
    Private client
    Work at office
    Local area

    Morgan Stanley

    Salt Lake City, UT
    5 days ago
  •  ...life, while enabling them to preserve their wealth for future generations, and provide for...  ...end-to-end process of onboarding new clients, from straightforward to the most complex...  ...Provide superior internal and external client service by anticipating client needs, managing... 
    Permanent employment
    Temporary work
    Work experience placement
    Flexible hours

    CI Financial Careers

    Salt Lake City, UT
    2 days ago
  •  ...a an $80 billion financial institution to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around...  ...bank, business banking, commercial and corporate banking clients in the Salt Lake City Market targeting high-net worth... 
    Local area

    The Anderson Search Group

    Salt Lake City, UT
    2 days ago
  • $95k - $150k

     ...Is a Great Opportunity Join a sophisticated, private-wealth-focused legal team serving high- and ultra-high-net-worth clients in a high-trust environment Do real transactional...  ...youre polished, detail-oriented, and client-service driven Stable, professional environment with... 
    Full time

    Orionplacement

    Salt Lake City, UT
    4 days ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 5625 S Van Winkle Expressway - Salt Lake City, Utah 84121-0339 Job Summary Be a problem solver, trusted...  ...client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and... 
    Private client
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Salt Lake City, UT
    2 days ago
  • $95k - $165k

     ...Is a Great Opportunity Join a sophisticated private wealth and legal environment serving high- and ultra-high-net-worth clients on meaningful estate planning matters. Work...  ...professionalism, discretion, strong client service, and thoughtful legal work that helps clients... 
    Full time
    Work at office

    Orionplacement

    Salt Lake City, UT
    4 days ago
  •  ...Wealth Strategist Sequoia Financial Group is a growing Registered...  ...and wealth management services. At Sequoia, we exist with a...  ...consistent experience for our clients and team. Passion . We pursue...  ...point of communication for our Private Wealth, Sentinel Family... 
    Work at office

    Sequoia Financial Group

    Salt Lake City, UT
    4 days ago
  • $145k - $175k

     ...environment where your tax work directly impacts clients, strategy, and outcomes Step into a...  ...We are a boutique law firm focused on private wealth management and estate planning. Our...  ...thoughtful guidance, personalized service, and practical strategies that help clients... 
    Full time

    Orionplacement

    Salt Lake City, UT
    2 days ago
  • $64k - $70k

     ...for this role. At Vanguard, we have a client-first mentality that we live and breathe...  ...for investment success.” As an Advice & Wealth Management Extended Hours Client Representative...  ...inbound calls and chats to meet the service and trading needs of Vanguard Advice & Wealth... 
    Local area
    Remote work
    Work from home
    All shifts
    Monday to Friday
    Shift work
    Night shift
    Day shift
    Afternoon shift
    Weekday work

    Vanguard

    Salt Lake City, UT
    6 days ago
  • $120k - $150k

     ...$120,000 - $150,000 per year A bit about us: Our client is a boutique financial services and tax advisory firm based in northeast Florida, dedicated...  ..., and high-net-worth clients preserve and grow their wealth through strategic tax planning and comprehensive... 
    Work at office
    Local area

    Jobot

    Salt Lake City, UT
    2 days ago
  •  ...fiduciary from day one, we have always put our clients’ interests first in everything that we do...  ...of good financial decisions. Our team of wealth advisors and financial planners work...  ...Advisor to provide outstanding customer service to our clients. You will also be part of... 
    Work experience placement
    Local area
    Remote work
    Monday to Friday

    Albion Financial Group

    Salt Lake City, UT
    5 days ago
  •  ...Jobtailor in Salt Lake City is seeking a results‑driven financial services professional to grow a personal book of business. You will identify needs of high‑net‑worth clients, review financial goals, and deliver comprehensive recommendations aligned with those goals.... 

    Jobtailor

    Salt Lake City, UT
    4 days ago
  •  ...issues or delays discovered during the load-out or routing process. # VIP & Escalation Support Provide elevated, white-glove service for VIP customers and complex, high-priority orders. Handle escalated delivery issues with empathy, professionalism, and a... 
    Work at office
    Local area
    Immediate start
    Worldwide

    Ashley Global Retail, LLC

    Salt Lake City, UT
    5 days ago
  •  ...ARUP Laboratories in Salt Lake City, UT, seeks a Client Services Agent to deliver excellent customer service via phone, email and other communications. This role acts as a liaison between ARUP customers and internal teams, handling orders, demographics, test information... 
    Remote work

    Arup

    Salt Lake City, UT
    3 days ago
  •  ...ARUP Laboratories, based in Salt Lake City, UT, is seeking a Client Services Agent to serve as a professional link between ARUP customers and internal teams. You will handle phone and email communications, build relationships, and ensure accurate patient and order data... 
    Remote work
    Shift work

    ARUP Laboratories

    Salt Lake City, UT
    4 days ago
  •  ...from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan...  ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for... 
    Full time
    Remote work

    Camirand Travel

    Salt Lake City, UT
    1 day ago
  •  ...Receptionist / Legal Administrative Assistant Private Wealth Law Group At Private Wealth Law...  .... We pride ourselves on delivering a white-glove client experience built on professionalism,...  ...presence Outstanding customer service and communication skills Strong attention... 
    Work at office

    Private Wealth Law Group

    Salt Lake City, UT
    7 days ago
  • $2,000 per month

     ...Client Service Specialist Utah | Hybrid This is a Utah-based hybrid position which will require some regular in-office days each week. Employment with BambooHR is contingent on passing both a background and credit check. At BambooHR, we're all about setting people... 
    Full time
    Work at office
    Monday to Friday
    Weekend work
    3 days per week

    BambooHR

    Salt Lake City, UT
    3 days ago
  •  ...Customer Experience Models and promotes the Most Amazing Personal Service (MAPS) principles and standards, offering a cohesive omni...  ...achieves add on goals including gift card sales. Signs up clients for reward program. Builds and maintains a solid customer following... 
    Local area
    Flexible hours
    Shift work
    Night shift

    White House Black Market

    Salt Lake City, UT
    6 days ago
  • ## Client Data SpecialistApplylocations: US UT Remotetime type: Full timeposted on: Posted...  ...Job Description Summary The Client Data Specialist at is a vital role focused on...  ...contribute to the development of client service strategies and high-quality client service... 
    Contract work
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Zelis Healthcare

    Salt Lake City, UT
    2 days ago
  •  ...independent multi-family office, providing tailored financial operations, wealth management, and governance solutions to ultra-high-net-worth...  ...for a Manager - Financial Operations to oversee day-to-day client financial processes, reporting, and team execution. This role is... 
    Work at office

    Trove FS, LLC

    Salt Lake City, UT
    2 days ago
  •  ...Description Job Description Senior Wealth Manager – Private Wealth / Family Office On-...  ...individuals and family office clients, with particular emphasis on...  ...communication and high-touch service. Partner closely with internal specialists across tax, estate, trust, and... 
    Work at office
    Flexible hours

    Anew Recruiting

    Salt Lake City, UT
    1 day ago
  • $20 per hour

     ...complete suite of fully managed services that focus on secure...  ...partnerships, as well as our private network, which we use to create...  ...to providing an exceptional client experience through both phone...  ...Technician, Customer Support Account Specialist, #Customer Support Account... 
    Full time
    Work at office

    MetTel

    Salt Lake City, UT
    2 days ago
  •  ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our...  ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental... 
    Contract work
    Part time
    Local area

    Dollar Tree

    Salt Lake City, UT
    8 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to White-Glove Private Wealth Client Services Specialist. Be the first to apply!