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
$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- ...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
...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- ...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
- ...life, while enabling them to preserve their wealth for future generations, and provide for... ...end-to-end process of onboarding new clients, from straightforward to the most complex... ...Provide superior internal and external client service by anticipating client needs, managing...SuggestedPermanent employmentTemporary workWork experience placementFlexible hours
- ...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 clientWork at officeLocal area
- ...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
$95k - $150k
...Is 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... ...youre polished, detail-oriented, and client-service driven Stable, professional environment with...Full time$25 - $38.46 per hour
...Private Client Banker Location: 5625 S Van Winkle Expressway - Salt Lake City, Utah 84121-0339 Job Summary Be a problem solver, trusted... ...client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and...Private clientHourly payWork experience placementDay shift$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- ...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
- 2026 Global Private Bank Full-time Advisor Program... ...private banking, supporting client relationships in our... ...with customized wealth management solutions.... ...of bankers, investment specialists, wealth advisors, and... ...to provide first-class service. This opportunity offers...Private clientFull timeWork experience placementImmediate startVisa sponsorship
$120k - $150k
...$120,000 - $150,000 per year A bit about us: Our client is a boutique financial services and tax advisory firm based in northeast Florida, dedicated... ..., and high-net-worth clients preserve and grow their wealth through strategic tax planning and comprehensive...Work at officeLocal area- ...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
- ...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....
$47k - $56k
...Financial Operations Analyst to join its Private Wealth Management Operations team. This role... ...compliant experience for Private Wealth clients. The work centers on reviewing client... ...Submit and track requests for account services, ensuring changes flow correctly through...Private clientFull timeLocal areaRelocation packageMonday to Friday- ...within a drivable distance to our Phoenix, AZ or Cottonwood Heights, UT office. Acts as the primary contact for the servicing of commercial client requests. Requests may consist of various task types inclusive of account opening, account servicing, bank transaction...Work at office
- ...independent multi-family office, providing tailored financial operations, wealth management, and governance solutions to ultra-high-net-worth... ...for a Manager – Financial Operations to oversee day-to-day client financial processes, reporting, and team execution. This role is...Work at office
- ...from anywhere while creating unforgettable travel experiences for clients. Whether booking your own vacations or helping others plan... ...Role Description This is a full-time remote role for a Client Services Associate. The Client Services Associate will be responsible for...Full timeRemote work
- ...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
- ...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
$2,000 per month
...Client Service Specialist Utah | Hybrid This is a Utah-based hybrid position which will require some regular in-office days each week. Employment with BambooHR is contingent on passing both a background and credit check. At BambooHR, we're all about setting people...Full timeWork at officeMonday to FridayWeekend work3 days per week- ...ARUP Laboratories in Salt Lake City, UT, seeks a Client Services Agent to deliver excellent customer service via phone, email and other communications. This role acts as a liaison between ARUP customers and internal teams, handling orders, demographics, test information...Remote work
- ...ARUP Laboratories, based in Salt Lake City, UT, is seeking a Client Services Agent to serve as a professional link between ARUP customers and internal teams. You will handle phone and email communications, build relationships, and ensure accurate patient and order data...Remote workShift work
- ...Position Overview Job Description Summary: The Client Data Specialist is a vital role focused on maintaining customer account accuracy and completeness... ...team meetings and contribute to the development of client service strategies and high-quality client service experience....Contract workWork at officeLocal areaVisa sponsorshipFlexible hours
- ...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
$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- ...Overview Your role A Senior Wealth Strategy Associate develops tailored wealth management... ...strategies for the branch team. Responsibilities Client relationship building and business... ...in the Salt Lake City office with a Private Wealth team. Your expertise is to leverage...Full timeWork at officeFlexible hours
- ...Customer Service Associate II Your positive, friendly disposition and eagerness to get things done make you the right person for our... ...: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental...Contract workPart timeLocal area
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!
- card services representative Salt Lake City, UT
- immediate hire customer service representative Salt Lake City, UT
- customer service representative ii Salt Lake City, UT
- licensed insurance customer service representative Salt Lake City, UT
- inside customer service representative Salt Lake City, UT
- client service representative Salt Lake City, UT
- export customer service representative Salt Lake City, UT
- virtual customer service associate Salt Lake City, UT
- customer solutions specialist Salt Lake City, UT
- client service officer Salt Lake City, UT

