Wealth Client Associate: Client Service & Operations
130 Raymond James Financial Services, Inc.
Snowpine Wealth is seeking a Registered Client Associate to provide front-line client service and administrative support for the wealth management team. The role emphasizes strong communication, client service, and operational accuracy within a professional office setting. You will help manage client accounts, support advisors, and ensure efficient office operations while maintaining strict confidentiality and compliance with firm policies. #J-18808-Ljbffr 130 Raymond James Financial Services, Inc.
- Snowpine Wealth in Salt Lake City, UT is seeking a Registered Client Associate to support financial advisors and deliver exceptional client service. The role involves opening accounts, processing money movements, maintaining CRM records, and coordinating meetings with...Operations
- ...professional to assist teams, manage schedules, and handle client communications. The role emphasizes accuracy,... ...use of MS Office tools to support banking operations. The ideal candidate brings strong customer service, problem-solving abilities, and a proven track record...Operations
- ...seeking someone to join our team as an Associate in Client Services & Relationship Management Department... ...Stanley Online platform. In the Operations division, we partner with business units... ...1997 and supports the Firm’s global Wealth Management, Operations and Technology...OperationsLocal area
- Voyager Wealth Advisors, Inc. is seeking a Senior Registered Client Service Associate for a full-time hybrid role in Salt Lake City, UT. The role supports financial advisors by managing client relationships, processing account documentation, and coordinating transactions...SuggestedFull time
- Snowpine Wealth is seeking a Registered Client Associate to deliver exceptional client experience and support financial advisors. This onsite role requires strong communication, organizational skills, and hands-on administrative experience in a wealth management environment...Suggested
- Company Description Voyager Wealth Advisors, Inc. provides... ...and portfolio management services to a select group of clients seeking long-term... ...Registered Client Service Associate is a full-time, hybrid role... ...collaborating with advisors and operations staff to ensure a high...OperationsFull timeWork at officeRemote workWork from home
$58k - $70k
...Client Service Associate As a Client Service Associate on the Client Services team, you will support our clients (entrepreneurs and their... ...opportunity to build strong customer service and finance operations skills at a growing company. Responsibilities Customer...OperationsFull timeWork at officeShift work- Goldman Sachs & Co. LLC in Salt Lake City, Utah, seeks a Senior Associate in Client Services - Operations to own client accounts and coordinate issues across operations teams supporting Retail Separately Managed Accounts. The role requires advanced analytics, data extraction...Operations
- EP Wealth Advisors (EPWA) is a wealth management advisory... ...opportunities for our associates to learn, grow and... ...is hiring for a Client Relationship Associate... ...delivering excellent client service, with exceptional... ...internal departments (operations, investments, billing,...OperationsTemporary workWork at officeFlexible hours
- ...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... ...of the global communities in which we operate, bringing a variety of backgrounds,...Work at officeLocal area
- ...you can grow your career in financial services, we would love to hear from you. The Role We’re hiring a Client Service Associate to support our advisors and help deliver... ...career in client support or advisory operations, with an interest in eventually becoming...OperationsWork at office
$75k - $85k
...iCapital is looking for a Client Delivery Specialist Associate to join the Data... ...specifications. Establish operational effectiveness through the... ...program Excellent customer service skills and the ability to... ...instruments Experience with RIA/Wealth management policies,...Full timeWork at officeRemote work- Goldman Sachs in Salt Lake City seeks a Senior Associate in Client Services - Operations to own client accounts across Asset & Wealth Management operations. You will coordinate issues across operations teams, ensure data accuracy, and support account activity before trading...Operations
- Job Duties: Senior Associate, Client Services - Operations with Goldman Sachs & Co. LLC in Salt Lake City, Utah. Holistic ownership and understanding of client accounts from a Goldman Sachs Asset & Wealth Management Operations perspective by coordinating client issues across...OperationsWork experience placement
$95k - $150k
...Join a sophisticated, private-wealth-focused legal team serving high- and ultra-high-net-worth clients in a high-trust environment Do... ..., detail-oriented, and client-service driven Stable, professional environment... ...are core to how the team operates). Note: Must be actively...OperationsFull time- ...Interacts daily with clients, including basic inquiries... ...by and on behalf of Wealth Partner + Performs... ...mail) **Ability to** + Operate standard office equipment... ...level of customer service in a calm, professional... ...independent branch and all RJFS associates at this branch are...For contractorsWork at office
- Snowpine Wealth is an independently owned wealth management... ...a highly personalized client experience. Small yet... ...a Registered Client Associate who understands the... ...communication and operational administration. Above... ...high level of customer service in a calm, professional...For contractorsWork at office
- EP Wealth Advisors is seeking a Client Relationship Associate in Salt Lake City to partner with our wealth advisory and planning teams, delivering exceptional client service and accurate documentation. You will manage inquiries, onboarding, and ongoing client communications...Work at office
$120k - $160k
...a growing and innovative law firm with strong operational and marketing support. Receive a steady flow of clients so you can focus on practicing law and building... ...firm committed to providing exceptional client service while creating an environment where attorneys can...OperationsWork at office- Gallagher Benefit Services, a part of Gallagher, is seeking a Client Associate to support account teams in delivering exceptional service to clients. You will learn the business hands-on, assist with renewal processes, and help prepare client materials. Required: High...Work at office
- Gallagher is seeking a Client Associate to support account teams and deliver exceptional service to Gallagher’s clients. You will learn on the job, gaining knowledge of the client service cycle and the benefits landscape while working with experienced teammates. You will...
- Zions Bancorporation, including its Enterprise Wealth Management division, seeks a skilled Business Analyst to join the Wealth Technology and Operations team in Salt Lake City. You will drive efficiency through technology adoption, automation, and process re-engineering...Operations
- ...engage with current and potential wealth management clients via a diverse set of communications... ...fostering a culture of trust with C-RM Associates to empower their success within the... ...with understanding of client service, operations, and business processes.Bachelor’s...OperationsFull time
$95k - $165k
...Great Opportunity Join a sophisticated private wealth and legal environment serving high- and ultra-high-net-worth clients on meaningful estate planning matters. Work... ...values professionalism, discretion, strong client service, and thoughtful legal work that helps clients...Full timeWork at office- ...investment firm in Salt Lake City seeks a Chief Operating Officer (COO) to oversee business... ...skills, and experience in financial services. The role entails optimizing performance... ...organizational growth and enhance financial health. #J-18808-Ljbffr Three Seasons WealthOperationsFull time
- A financial services firm is seeking a Financial Advisor to build a client-first business through its innovative platform. The... ...AI tools to streamline operations and enhance client relationships... ...to shape the company's product offerings. #J-18808-Ljbffr Savvy WealthOperationsRemote job
$75k - $85k
...data.This personwill beapart of a dynamic team focused on innovation and efficiency, working withcutting-edgetechnology to streamline client onboarding and reporting. Responsibilities Lead data conversion projects, including extracting, transforming, and loading (ETL)...Full timeWork at officeRemote work- Spectraforce Technologies seeks an Operations Analyst to support Asset & Wealth Management reporting, risk monitoring, and cross-functional collaboration... ..., Excel prowess, and data-driven decision support for client materials and operational efficiency. The ideal candidate...Operations
- A respected private wealth organization is looking for an HR Operations Manager to oversee employee lifecycle processes and office management. This full-time, on-site role in Salt Lake City will include coordinating recruiting, managing benefits, and supporting compliance...OperationsFull timeWork at office
- ...credit, market, liquidity, and operational risk. Whether assessing the... ...counterparties, monitoring market risks associated with trading activities, or... ...health of the Firm’s many clients. Credit professionals work... ...work environment. Private Wealth Management Team OverviewThe Private...Operations
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