Client Services Associate — Wealth Support
Morgan Stanley
Morgan Stanley in Salt Lake City is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The ideal candidate will possess strong interpersonal skills, financial services product knowledge, and the ability to work in a fast-paced environment. Responsibilities include assisting clients with their accounts, managing transactions, and enhancing client relationships. This role requires a high school diploma or equivalency, with a preference for a college degree and relevant industry experience. #J-18808-Ljbffr Morgan Stanley
- Zions Bancorporation is seeking a Wealth Client Account Service Associate to enhance client experience in Salt Lake City. This role supports Wealth Advisors with account management, client service, and operational excellence. Qualified candidates should possess customer...Suggested
- A leading wealth management firm in Salt Lake City is seeking a Client Service Specialist I. This role includes supporting advisory teams with client data administration and facilitating account transfers. Candidates should have a BA/BS degree and strong customer service...Suggested
- ...of the nation’s premier financial services companies operating as a collection... ...the opportunity. Role Summary The Wealth Client Account Service Associate (CASA) plays a pivotal role in delivering... ...defined wealth segments. This role supports multiple Wealth Advisors by...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...Responsibilities Deliver elevated client service tailored to defined segmentation models... ..., and shared accountability. Support and guide Wealth Advisors and Planners in client relationship... ...enhancements. Execute functions associated with account governance, compliance...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...Beneficiary Services Representative The Beneficiary... ...accurately advising clients of their case requirements... ...join our team as an Associate Professional, P2 in... ...RESPONSIBILITIES: Support customers by providing... ...Services team uses their wealth of knowledge to...SuggestedFlexible hours
- ...Client Services Associate Crewe Advisors is a comprehensive wealth advisory firm founded to serve the needs of high net worth and ultra-high net worth families, business... ...professional Client Services Associate to support two Wealth Advisors in our Salt Lake City office...Full timeWork at officeFlexible hours
- ...Registered Client Service Associate Registered Client Service Associates 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...Work at officeLocal area
- ...providing investment management services to institutional investors... ...delivering a high-quality client experience. Our team operates... ...focused Client Service Associate to support our Client Services team. This... ...~1–3 years of experience in wealth management, financial services...
- Position Summary Registered Client Service Associates 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...Work at officeLocal area
$58k - $65k
...Client Service Representative As a client service representative on the client service team, you will support our clients by providing effective and timely assistance over live chat, phone, and email. You will handle inquiries ranging from basic technical issues to...For contractorsWork at officeImmediate startShift workAfternoon shift- Gallagher is seeking a Branch Client Service Associate I in Midvale, Utah. This entry-level role is focused on delivering excellent service and managing workflow processes within the branch. Ideal candidates will have a high school diploma and at least one year of relevant...Flexible hours
- 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...Full time
- Zions Bancorporation is seeking a Client Service Associate in Salt Lake City, UT. The associate will deliver exceptional client service, manage complex service requests using Salesforce, and support Wealth Advisors. Candidates need 4+ years in financial services with an...
- ...motivated professional to its Client Portfolio Management team.... ...focused on Fundamental Equity services, products and portfolio performance... ...channels (Private Wealth Management, Third Party Distribution... ...retirement, offer financial support for higher education, and provide...Full timeTemporary workWork at office
- A financial services company located in South Jordan, Utah, is seeking a client-focused individual for Retirement Services support. The role involves managing inquiries from financial advisors, ensuring exceptional client service, and resolving retirement account issues...
- A leading wealth management firm in Salt Lake City, Utah, is looking for an individual to support the advisory teams. The role includes managing client data, executing funds transfers, and maintaining a... ...and a background in customer service. This position requires strong...
- ...an enthusiasm for helping our clients, taking care of our employees... ...extraordinary customer service while maintaining a strong commitment... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... .... Your expertise will support a wide range of clients, from...
$23.07 per hour
...Beneficiary Services Specialist Beneficiary Services... ...the processing of client accounts during the inheritance... ...*TRADE from Brokerage Wealth Management clients,... ..., client service associates and/or branch management... ...departments, provide support through various internal...- ...iPipeline Associate Tier 1 Support Analyst As a global market leader, iPipeline combines technology... ...the life insurance, financial services, and protection industries. With one of... ...secure the financial futures of their clients. At iPipeline, you'll play a major...Flexible hours
- ...qualifications include a Bachelor’s degree and some experience in credit analysis. The role involves strong communication and customer service skills, along with attention to detail. The position offers comprehensive benefits starting from day one, including medical...
$22 per hour
...About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent... ...environmental sustainability, supporting diversity and inclusion, and...- University of Utah Health is looking for a full-time Customer Service Specialist in Salt Lake City. The role involves handling inbound calls about 529 education savings plans, providing accurate financial information, and ensuring exceptional customer service. Candidates...Full time
- A leading technology service provider in Salt Lake City seeks a Customer Service Specialist to provide... ...customers. Responsibilities include visiting client locations, assisting with office equipment maintenance, and supporting supply setup. No prior experience needed as...Full timeWork at office
$16 per hour
...from home, an office, or Anywhere, we offer products and services designed to help people work and learn together, whether they... ...efficiently, we ask that you apply to only one Client Experience Associate role at a time. If you are Bilingual (English/Spanish), one...Work at officeRemote workWork from homeShift work$26 - $26.89 per hour
...About Client: Client is a global financial services firm that provides a wide range of investment banking, securities, wealth management, and investment management services. It is a prominent... ...environmental sustainability, supporting diversity and inclusion, and...Shift workWeekend work$95k - $165k
...Join a sophisticated private wealth and legal environment serving... ...high- and ultra-high-net-worth clients on meaningful estate planning... ...attorneys, leadership, and support staff in a professional office... ..., discretion, strong client service, and thoughtful legal work that...Full timeWork at office- ...site role involves drafting estate planning documents, managing client relationships, and collaborating with experienced professionals... ...and a retirement plan. Join us for a meaningful career growth opportunity in private wealth management. #J-18808-Ljbffr OrionplacementFull time
- Join a sophisticated, private-wealth-focused legal team serving high- and ultra-high-net-worth clients in a high-trust environment Do... ...outside general counsel-style support Work closely with business owners... ..., detail-oriented, and client-service driven Stable, professional...Full time
- A leading private wealth law firm in Salt Lake City seeks a detail-oriented attorney with... ..., and providing general counsel support. Applicants should have 1+ years of transactional... ...skills. This full-time role emphasizes client service and a stable, professional environment...Full time
$65k - $95k
...65,000.00 - $95,000.00 per year Why This Is a Great Opportunity Join a fast-growing, high-end private wealth and legal services firm supporting high-net-worth clients. Work in a polished, organized environment with strong mentorship from senior leadership. Build deep expertise...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Services Associate — Wealth Support. Be the first to apply!
- client account associate Salt Lake City, UT
- client services associate Salt Lake City, UT
- service consultant Salt Lake City, UT
- card services specialist Salt Lake City, UT
- environmental services attendant Salt Lake City, UT
- office service associate Salt Lake City, UT
- information technology and services consultant Salt Lake City, UT
- ultimate staffing services Salt Lake City, UT
- veterans service officer Salt Lake City, UT
- guest services associate Salt Lake City, UT


