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Wealth Client Experience Specialist

raymondjames

Snowpine Wealth in Salt Lake City, UT is seeking a Registered Client Associate who understands the needs of the business, is passionate about delivering an exceptional client experience, and excels in communication and operational administration. Above all, the ideal candidate has a servant heart and the empathy of a close friend. Responsibilities include daily client interactions, scheduling meetings across channels, opening new accounts, processing money movements, maintaining CRM records, and #J-18808-Ljbffr raymondjames

Vacancy posted 2 days ago
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