Wealth Advisory Client Services Associate
Corient Services LLC
Corient Services LLC is looking for motivated individuals to provide administrative support to advisory teams in Salt Lake City. The role involves managing client data, executing funds transfers, and maintaining the CRM system. The ideal candidate will have a BA/BS degree and 5+ years of customer service experience. Strong verbal, written, and organizational skills, along with proficiency in MS Office, are essential. The position offers a supportive team environment and various employee benefits including a 401(k) plan, medical coverage, and paid leave. #J-18808-Ljbffr Corient Services LLC
Vacancy posted 4 days ago
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