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
$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 clientMinimum wageLocal areaNight shift- ...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
$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 clientMinimum wageLocal areaNight shift$55k
...99 Highland Drive, Salt Lake City Utah Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with... ...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- ...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. Through regular interactions with clients, individuals in this role build trusted...Private clientWork at officeLocal area
- ...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 clientWork at officeLocal area
$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... ...With offices across North America, we combine the personalized service model of a local consultant with the global resources of the...Private clientMinimum wageFull timeLocal areaNight shift- ...Client Onboarding Specialist Location: Onsite/Hybrid Pay: $23/hr W2 Duration: 6 Months Job Description... ...Implementation Analyst to join our Private Wealth Management (PWM) Operations team. This... ...will combine strong customer service, documentation, and risk management...
- ...Description Executive Assistant / Client Relationship Manager... ...nationally recognized independent wealth management firm is seeking an... ...member of the firm's client service team. This unique hybrid... ...clients receive an exceptional, white-glove service experience. The...Work at officeShift work
$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$85k - $125k
...This Is a Great Opportunity Join a high-trust private wealth organization that supports high- and ultra-high-net-worth clients in a sophisticated, detail-driven environment... ...reporting across multiple professional services entities in a role with real visibility to leadership...Full timeImmediate start- ...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
$75k - $110k
...*TRADE Premium and Specialty Client Solutions (‘ETPS’) organization... ...of benefits, products, and services that Morgan Stanley has to offer... ..., investment management and wealth management services. The Firm... ...through education and white-glove support Identifying and gathering...Full timeTemporary workLocal areaWorldwide- ...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. Through regular interactions with clients, individuals in this role build...Private clientFull timeWork at officeLocal area
- ...any delivery 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 focus...Work at officeLocal areaImmediate startWorldwide
- ...people who are ready to explore how AI can elevate their work and help us reimagine the future of HR. Join BambooHR as a Client Service Specialist and help clients with hiring, performance management, and compliance. Gain valuable HR experience while working with a company...Full timeWork at officeMonday to FridayWeekend work3 days per week
- ...Job Description Stock Transfer Specialist (Finance) Position Description:... ...stock transfer agent and financial service provider for public and private companies. We are looking to fill a... ...supporting our public and private company clients and their shareholders. The position...Private clientFull timeWork at officeMonday to Friday
- ...Blyss Journeys in Salt Lake City is seeking a motivated Client Experience Coordinator to enhance customer experiences remotely. This... ...involves communicating with clients, coordinating personalized service requests, and ensuring memorable getaway experiences from planning...Remote work
$180k - $200k
...% employee-owned consulting firm helping clients deliver resilient infrastructure, vibrant... ...dedicated to delivering outstanding client service. We build lasting partnerships and... ...new business opportunities with public and private sector clients, such as the Utah Department...Private clientFull timeTemporary workWork at officeLocal areaRemote workFlexible hours- ...Global Elite Empire Consultants is seeking passionate individuals for client service leadership roles that prioritize flexibility and growth. Enjoy the freedom to work from home with a schedule that complements your lifestyle while receiving exceptional mentorship....Remote workWork from home
- ...Medium in Salt Lake City, Utah, is seeking passionate individuals for client service leadership roles that offer flexibility and growth opportunities. You will have the option to work from home and tailor your schedule, ensuring a healthy work-life balance while advancing...Remote workWork from home
$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$150k - $220k
...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... ...you're polished, detail-oriented, and client-service driven Stable, professional environment...Full time- ...Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Cottonwood Animal Hospital, we take our mission statement your pet's health is our top priority and excellent service is our goal very seriously. With...
- ...Client Service Representative VCA Animal Hospitals is seeking a personable and highly professional Client Service Representative (CSR) to serve as the first point of contact for customers at our Taylorsville, UT hospital. The CSR will assist with scheduling, customer...Work at officeMonday to Friday
- ...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 officeFlexible hours
- ...Client Service Representative We are seeking an experienced Client Service Representative to join our team at VCA Animal Hospitals in Taylorsville, UT. VCA’s mission is to prioritize pet health and provide excellent service to exceed each pet owner’s expectations. We...Work at office
$18 - $20 per hour
...Client Service Representative Canyons Veterinary Clinic is seeking an outgoing Client Service Representative to become the next member of our incredible team. As the face of the hospital, our CSRs greet visitors with warmth and compassion, fostering trust in the veterinary...Hourly payFull timeLocal areaMonday to Friday- ...Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Cottonwood Animal Hospital, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously...
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