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 1 day ago
Similar jobs that could be interesting for youBased on the White-Glove Private Wealth Client Services Specialist in Salt Lake City, UT vacancy
$40k - $60k
...food. We host cooking classes, private events, team-building... ...accurate, projects on track, and clients well cared for. While this role... ...Coordinator & Client Experience Specialist to oversee the administrative... ...enjoys balancing customer service, event coordination, scheduling...Private clientBase plus commissionWork at officeFlexible hoursAfternoon shiftSalt Lake Culinary Education
Salt Lake City, UT8 days ago$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, UT2 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
$55k
...Highland Drive - Salt Lake City, Utah 84106-0340 Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with... .... The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions...Private clientTemporary workBank staffWork at officeFlexible hoursNight shift$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...SuggestedFull timeWork at officeOrion Placement
Salt Lake City, UT2 days 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, UT2 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, UT9 days ago - ...Luxury Sales Specialist The RealReal is seeking established, highly autonomous luxury... ...luxury consignment inventory from private clients. If you are a stylist, personal shopper... ...through a highly personalized, white-glove service. Drive Independent Growth: Develop...Private clientRemote jobPart timeLocal areaImmediate startFlexible hours
- ...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
- ...Private Bank Relationship Manager Zions Bank recognizes that its... ...relationship manager for high net-worth clients. Private Banking brings the various aspects of financial services into one easy-to-manage... ...: Loan and deposit products, wealth management. Wealth...Private clientWork experience placementWork at officeImmediate startFlexible hours
- ...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...
- ...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
Ashley Furniture Industries Inc
Salt Lake City, UT5 days ago $74.8k - $89.25k
...are the leading provider of professional services to the middle market globally, our... ...confidence in a world of change, empowering our clients and people to realize their full... ...acquisitions, pass-through entity taxation, private client services, and not for profit organizations...Private clientFull timeWork experience placementLocal areaRSM
Salt Lake City, UT2 days 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
Private Wealth Law Group
Salt Lake City, UT4 days 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, UTmore than 2 months ago- Advanced Veterinary Care of Utah is seeking a Full-Time Client Service Representative to join our growing team. You will be the welcoming face at the front desk, handling calls, scheduling appointments, and assisting clients with compassionate service in a fast-paced veterinary...Full time
$175k - $200k
...Wealth Management Senior Business Program Manager - Salt Lake City, UT, OR Houston, TX... ...N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assetsoperatingthrough... ...middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous...Work experience placementWork at officeLocal areaFlexible hours$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, UT5 days ago- ...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
Dollar Tree
Salt Lake City, UT2 days ago - ...industry conferences, partner events, executive forums, and private client engagement events. Manage marketing budgets and ensure effective... ...within the Salesforce ecosystem or Salesforce-related services is highly desirable. Location Simplus Utah Office United States...Private clientWork at officeMonday to Friday
- ...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, UT3 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, UTa month ago$46k
...Account Service CoordinatorAmerican Fidelity Assurance is seeking an Account Service Coordinator... ...team and market our products and provide client customer service statewide to the... ...American Fidelity Assurance Company is a private, family-owned company specializing in the...Night shiftAmerican Public Life Insurance Company
Salt Lake City, UT2 days ago$20 per hour
...compassionate and dependable female CNA to support a 77-year-old client who uses a cane and walker and is experiencing increased... ...for the right caregiver. Hiring info: We're looking for private helpers/ caregivers for clients on Herewith, a free online platform...Private clientHourly payStart working todayLive inImmediate startNight shift3 days per weekHerewith Caregivers
Salt Lake City, UTa month 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$25 - $38.46 per hour
...to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will... ...client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and...Private clientHourly payWork experience placementDay shiftKey Bank
Salt Lake City, UT5 days ago- ...may be assigned one or more clerical tasks as needed. Some of those tasks may include keypunching for routes, filing, some customer service or a variety of like tasks. Performs other tasks as needed. Essential Functions: - Accurate and timely computer data entry....Full timeWork at officeLocal area
Alsco Inc
Salt Lake City, UTmore than 2 months ago - ...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 opportunity...
- ...Group leadership, operational leadership, client managers and Business Class Directors.... ...a variety of strategies intended to grow services across the market sector. Drinking Water... ...routinely works for local municipalities, private entities, distinct water utilities, Federal...Private clientContract workWork at officeLocal area
HDR
Salt Lake City, UT2 days ago $100k
...Join an elite group of sales professionals bringing customized, white glove experiences directly in the customer’s home. Field Sales... ...interaction is an opportunity to introduce the latest technology and services, thriving on the challenge to make your sales goals happen....Hourly payTemporary workLocal areaAfternoon shiftAT&T
Salt Lake City, UT5 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
- customer service representative data entry Salt Lake City, UT
- client service specialist Salt Lake City, UT
- client retention specialist Salt Lake City, UT
- customer success specialist Salt Lake City, UT
- card services representative Salt Lake City, UT
- service agent Salt Lake City, UT
- e-commerce customer service representative Salt Lake City, UT
- customer advisor Salt Lake City, UT
- employee relations assistant Salt Lake City, UT