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
- BMO Financial Group is seeking a Wealth Sales & Service professional to support financial planning business development, sales and service delivered... ...research, and act as the primary service contact for clients. The role emphasizes building relationships, tracking...Suggested
$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 wageFull timeLocal areaRemote workNight 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
- ...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 shiftKeyCorp
Salt Lake City, UT1 day ago$75k - $85k
...iCapital is looking for a Client Delivery Specialist Associate to join the Data... .... Perform analysis of private equity and hedge fund statements... ...~ Excellent customer service skills and the ability to foster... ...~ Experience with RIA/Wealth management policies, procedures...Full timeWork at officeRemote work$95k - $150k
...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... ...youre polished, detail-oriented, and client-service driven Stable, professional environment with...Full timeOrion Placement
Salt Lake City, UT4 days ago$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 timeOrion Placement
Salt Lake City, UT2 days ago- ...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...
$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 officeOrionplacement
Salt Lake City, UT4 days ago- ...Receptionist / Legal Administrative Assistant Private Wealth Law Group At Private Wealth Law... .... We pride ourselves on delivering a white-glove client experience built on professionalism,... ...presence Outstanding customer service and communication skills Strong attention...Work at office
Private Wealth Law Group
Salt Lake City, UTa month 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 hours- ...Execution and Operations. OUR IMPACT Wealth ManagementAcross Wealth... ...Goldman Sachs helps empower clients and customers around the... ...Alternatives platform including private equity, growth / venture capital... ...referrals. ACM’s full-service capital markets business covers...Work 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
$185k - $300k
...Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a... ...and Ultra High Net Worth clients. This leader will partner... ..., trust officers, and other specialists to deliver holistic wealth management... ...accountability, and client service excellence. Collaborate...Full timeWork experience placementWork at office- ...Job Description Senior Wealth Manager – No Sales... ...Wealth Manager to join its Private Wealth team. This role... ...and family office clients, with particular emphasis... ...person thrives in servicing clients, but without the... ...closely with internal specialists across tax, estate, trust...Work at officeFlexible hours
Anew Recruiting
Salt Lake City, UT22 days ago - ...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
Albion Financial Group
Salt Lake City, UT13 hours ago - ...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
- ...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....
Jobtailor
Salt Lake City, UT13 hours ago $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 officeCaliber Recruiting Group
Salt Lake City, UTa month ago$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- ...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...Work at officeLocal areaImmediate startWorldwide
- ...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 Llc
Midvale, UT12 days ago $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- ...advisor. The Senior Tax Associate will partner with clients and internal teams to deliver proactive, high-touch (\"white glove\") tax solutions while leveraging technology... ...and business leaders. Collaborate Across Service Lines: Partner with internal teams across service...Work at office
Gilder Search Group
Salt Lake City, UT4 days ago - ...Job Description Job Description Description At Squire, we are passionate about helping our clients succeed through exceptional service, innovation, and collaboration. Our people are at the heart of that success, and we are committed to creating an environment where...Temporary workSeasonal workWork at officeShift work
Squire & Company PC-
Salt Lake City, UT9 days ago $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 officeMetTel
Salt Lake City, UTmore than 2 months ago- ...technical leadership, people development, and client engagement to deliver meaningful projects... ...presence with UDOT, local agencies, and private clients while helping define how our... ...delivery of traffic engineering and ITS services for public and private clients Set and...Private clientTemporary workCasual workWork at officeLocal areaVisa sponsorshipFlexible hours
Alliant Engineering
Salt Lake City, UT15 days ago $86.66k - $164.3k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...LLP (Baker Tilly) provide professional services through an alternative practice... ...performance monitoring for both public and private sector clients is preferred Excellent written...Private clientContract workFor contractorsLocal areaVisa sponsorship- ...with the obligation to work onsite at a client location when required. Additionally, professionals... ...Group is a specialized professional services firm of Big 4 alumni and industry... ..., SPACs/Reverse Mergers, and Debt/Equity private placements.Understand technical accounting...Private clientFull timeWork at officeRemote work
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
- spanish customer service representative Salt Lake City, UT
- airport customer service agent Salt Lake City, UT
- career services representative Salt Lake City, UT
- customer service officer Salt Lake City, UT
- at home customer service representative Salt Lake City, UT
- bilingual customer service representative spanish english Salt Lake City, UT
- full time customer service associate Salt Lake City, UT
- part time customer service representative work from home Salt Lake City, UT
- customer associate Salt Lake City, UT
- customer service specialist Salt Lake City, UT