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 Orion Placement
Vacancy posted 2 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
$105.38k - $215.38k
...involving gifts, trusts, or wealth transfer? If so, this Tax... ...our Individual Tax Services - High Net Worth group, you... ...issues, and coordinate with specialists when needed.Build strong client relationships through... ...net-worth individuals or private clients.Strong client communication...Private clientWork at officeLocal areaDeloitte
Salt Lake City, UT3 days ago- ...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
$100k - $225k
...Professionals | Remote, Hybrid & Onsite | $100K–$225K One of my top clients — a well-established, rapidly growing 80-person CPA firm —... .... Two groups to choose from (or a blend of both): Private Client Services (PCS) — Work directly with ultra-high-net-worth individuals...Private clientImmediate startRemote workFlexible hoursAtlas Search
Salt Lake City, UT4 days ago$15k
...standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive... ...client and colleague relationship. As Director of Private Wealth, you will lead advanced planning and business development...SuggestedWork experience placementLocal areaD.A. Davidson
Salt Lake City, UT1 day ago- ...founded in 2004 and became the private family office of golf... ...Certuity is seeking exceptional wealth advisors who have built a $10... ...Responsibilities Own the full arc of the client relationship – architect... ...technology, in-house specialists, and a family office infrastructure...SuggestedWork at officeRemote workFlexible hours
Jobrapido
Salt Lake City, UT1 day 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 timeOrion Placement
Salt Lake City, UT3 days ago- ...investment and advisory services for pension plans, sovereign wealth funds, insurance companies... ...hedge fund managers, private equity funds, real estate... ...ResponsibilitiesAs a junior product specialist, individual would be... ..., capital formation & client engagement. This...
Goldman Sachs
Salt Lake City, UT5 days ago $125k - $185k
...Great Opportunity Join a sophisticated private wealth and legal environment serving high- and ultra-high-net-worth clients on meaningful estate planning matters.... ...professionalism, discretion, strong client service, and thoughtful legal work that helps clients...Full timeWork at officeOrion Placement
Salt Lake City, UT3 days ago$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 hoursKeyBank
Salt Lake City, UT8 days ago- ...EPIC Producers have advantages! Tenured first-class, white glove service teams No territory restrictions Robust national resources... ...employee benefits, unique specialty program insurance and private client services. We provide our producers with...Private clientLocal area
EPIC Insurance Brokers & Consultants
Salt Lake City, UT5 days ago - ...Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular... ..., consistent experience for our clients and team. Passion . We pursue our... ...primary point of communication for our Private Wealth, Sentinel Family Office, and channel...Work at office
Sequoia Financial Group
Salt Lake City, UT4 days ago - ...StatesPosted: 2026-10-13Asset & Wealth ManagementA career with... ...Management is an opportunity to help clients across the globe realize... ...provide investment and advisory services for pension plans, sovereign... ...leading hedge fund managers, private equity and private credit...
Goldman Sachs
Salt Lake City, UT5 days ago - ...infrastructure consulting firm, partnering with clients to solve the world’s most complex... ...investment worldwide, our services are in great demand. We invite you to bring... ...buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable...Private clientWork at officeLocal areaWorldwideFlexible hours
AECOM
Salt Lake City, UT6 days ago - ...challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who... ...offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and...Private clientWork at officeRemote work
HCVT
Salt Lake City, UTa month ago - ...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
Teachers Insurance and Annuity Association
Salt Lake City, UT3 days ago $175k - $200k
...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 placementWork at officeLocal areaFlexible hoursZions Bancorporation
Salt Lake City, UT5 days ago$20.84 per hour
...Job Description Job Description Job Position: Customer Service Specialist Pay Rate: $20.84/hr Shift: Day Shift Client Solutions Specialist I Bilingual French Position Summary The Client Solutions Specialist I works as a team member within the ICU...Weekly payTemporary workWork at officeLocal areaImmediate startMonday to FridayFlexible hoursShift workDay shiftAscend Staffing
Salt Lake City, UT12 days ago- ...adviser providing investment management services to institutional investors and high-net-worth... ...commitment to delivering a high-quality client experience. Our team operates within a... ...relevant experience. 1-3 years of experience in wealth management, financial services, or a...
$110k - $150k
...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 at officeLocal areaRemote workFlexible hoursZions Bancorporation
Salt Lake City, UT5 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 officeLocal areaImmediate startWorldwide
Ashley Global Retail, LLC
Salt Lake City, UT5 days ago - ...Job Type: Full-Time/Exempt Retirement Services/FinTech Software Travel: 0%-5% IRA LOGIX... ...changing the landscape and are empowering client companies to provide broader access to the... ...support contact for customers across the wealth management and retirement services...Permanent employmentFull timeWork at officeMonday to FridayShift work
$115.8k - $202.7k
...EXTERNALENGLOBALRequisition: R_356423Company: MarshLocation: White Plains, New York, United States of... ...health & benefits, retirement, and private client insurance solutions to organizations and... ...America, we combine the personalized service model of a local consultant with the...Private clientMinimum wageLocal areaRemote workNight shiftMarsh
Salt Lake City, UT4 days ago$18 - $20 per hour
...Veterinary Receptionist / Client Service Representative Canyons Veterinary Clinic is seeking an outgoing Veterinary Receptionist / Client Service Representative to serve as the welcoming face of our hospital. In this fast-paced role, you will create exceptional client...Hourly payFull timePart timeMonday to FridayWestern Veterinary Partners
Salt Lake City, UT4 days ago$81.15k - $137.95k
...provides environmental planning, policy, permitting, and other services to clients. We prepare environmental impact statements and... ...include numerous federal, state, and international agencies and private companies. Our staff work on the most current and important...Private clientFull timeContract workWork experience placementWork at officeLocal areaRemote workFlexible hoursICF
Salt Lake City, UT1 day ago$18 - $20 per hour
...Veterinary Receptionist / Client Service RepresentativeCanyons Veterinary Clinic is seeking an outgoing Veterinary Receptionist / Client Service Representative to serve as the welcoming face of our hospital. In this fast-paced role, you will create exceptional client...Hourly payFull timePart timeMonday to FridayWestern Veterinary Partners
Salt Lake City, UT16 hours ago- ...traditional controller of three (3) professional services companies, responsible for the controllership of Private Wealth Law Group, Private Wealth Tax Group, and... ...Controller serves as a fractional controller to clients of Private Wealth Tax Group, providing controller...Private clientFull timeWork at office
- ...Client Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously. With every...
VCA Animal Hospitals
Salt Lake City, UT1 day ago $80k - $150k
...experience and qualifications. Bonus plan available after one year of service About Us Elite Way CPAs is a growing, relationship-... .... Our work goes beyond tax compliance—we partner with our clients throughout the year to provide proactive planning, thoughtful guidance...Permanent employmentFull timeWork at officeRemote workMonday to FridayJobrapido
Salt Lake City, UT1 day ago- ...Client Service RepresentativeWe are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement – your pet's health is our top priority and excellent service is our goal – very seriously. With every opportunity...
VCA Animal Hospitals
Salt Lake City, UT1 day ago $46k
...Account Service Coordinator American Fidelity Assurance is seeking an Account Service... ...team and market our products and provide client customer service statewide to the educational... ...American Fidelity Assurance Company is a private, family-owned company specializing in the...Night shiftAmerican Public Life Insurance Company
Salt Lake City, UT3 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!
Related searches
- hospital customer service representative Salt Lake City, UT
- medical customer service representative Salt Lake City, UT
- customer service rep remote Salt Lake City, UT
- customer service representative night shift Salt Lake City, UT
- customer service officer Salt Lake City, UT
- benefit customer service representative Salt Lake City, UT
- customer service consultant Salt Lake City, UT
- customer service representative (remote from home) Salt Lake City, UT
- customer service operator Salt Lake City, UT
- bilingual customer support specialist Salt Lake City, UT