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
- ...monitoring the financial health of the Firm’s many clients. Credit professionals work closely with... ...and multi-dimensional work environment. Private Wealth Management Team OverviewThe Private Wealth Management team is a specialist group within Credit that maintains primary...Private client
- ...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
- ...trading and asset management capabilities to clients around the world. In addition,... ...trading, booking, and reconciliation for Private Wealth Management clients. Beyond trade support... ...new product offerings, processing asset servicing events, and providing subject matter...Private client
$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 clientTemporary workBank staffWork at officeFlexible hoursNight shift- Snowpine Wealth in Salt Lake City, UT is seeking a Registered Client Associate who understands the needs of the business, is passionate about delivering an exceptional client experience, and excels in communication and operational administration. Above all, the ideal candidate...Suggested
$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$85k - $125k
...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$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 timeWork at office- ...seeking an Analyst to work on the Systematic Wealth Transfer strategy, which helps Private Wealth Management’s high-net-worth clients with efficient wealth transfer. Highly... ...platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which...
$128k - $268k
...The Senior Director of Family Wealth Consulting (the Director)... ...to attract, retain and grow clients who require advice and complex... ...Management relationships for Key Private Bank’s most affluent clients... ...groupsDemonstrated new business and/or client service accomplishments in ultra-high...Full timeWork at officeLocal areaFlexible hours- ...Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a... ...and Ultra High Net Worth clients. This leader will partner closely... ..., trust officers, and other specialists to deliver holistic wealth... ...accountability, and client service excellence.Collaborate with...Full timeWork experience placementWork at office
- ...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
- ...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
$100k - $150k
...Onsite Position Overview An established financial services organization is seeking an experienced Wealth Advisor to join its growing practice. This... ...has experience advising affluent and high-net-worth clients, developing new relationships, and delivering comprehensive...- ...Powered by Your Practice.As a Wealth Management Advisor, you will... ...established book of high-net-worth clients. You will:Partner with... ...capabilitiesCollaborate with internal specialists to deliver comprehensive... ..., Sales, TIAA Products/Services Acumen, Wealth Due Diligence,...Full timeWork at officeFlexible hours
- ...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 placementLocal areaRemote workMonday to Friday
- ...Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands... ...share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that...Work experience placementLocal areaFlexible hours
$150k - $250k
Our client is a leading Registered Investment Advisory firm headquartered in Southern... .... The firm provides investment and wealth management services to institutions (endowments,... ...needs evolve. Collaborate with internal specialists to deliver integrated solutions. Identify...$47k - $56k
...Financial Operations Analyst to join its Private Wealth Management Operations team. This role... ...compliant experience for Private Wealth clients. The work centers on reviewing client... ...Submit and track requests for account services, ensuring changes flow correctly through...Private clientFull timeLocal areaRelocation packageMonday to Friday- ...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 officeLocal areaImmediate startWorldwide
$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 timeWork at officeMonday to FridayWeekend work3 days per week- 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. The...
$105.56k - $247.9k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through... ...National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic corporations across the US and...Private clientWork experience placementLocal areaRemote work$120k - $160k
...rated CPA and business advisory services firm here in the both... ...growth and to work with amazing clients on tax planning and advisory... ...perspective as far as tax work for private and public businesses. -... ...experience, (CPA, advisory, finance, wealth planning accounting firm)-...Full timeWork at office$82.4k - $155.7k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...there’s nowhere like RSM. RSM’s Private Company team is looking for a... ..., industry experts, and specialists throughout RSM to reach these...Private clientFull timeWork experience placementInternshipPrivate practiceLocal area$52k - $62.4k
...also responsible for providing individualized attention through Private One-on-One Training and Small Group Training sessions. This... ...Reporting: Accurately report attendance, session feedback, and client notes to the Fitness Program Manager. Communicate class concerns...Private clientHourly payPart time$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 timeWork at office$105.38k - $215.38k
...strong risk and quality controls, operational rigor, and the ability to interact with clients on their personal tax matters? If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery may be a great fit. Recruiting for this role will end on May 31, 20...Work at officeLocal area$60k - $90k
...Applicants must live in Utah We’re a fast-growing transportation services company helping some of the nation’s top fleets save money,... ...technology, we deliver meaningful value and peace of mind to our clients. We’re a small but ambitious team that values collaboration, accountability...Live in$88.8k - $117.4k
...qualified meetings and new business opportunities for Armanino’s service lines. Research prospect organizations, industries, business... ...-line leaders. Collaborate with Business Development, Client Management, Firmwide Account Management, Marketing, Partners, and...Full timeContract workLocal areaFlexible hours
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