Senior Wealth Client Services Specialist
Zions Bancorporation
Zions Bancorporation is seeking a Client Service Associate in Salt Lake City, UT. The associate will deliver exceptional client service, manage complex service requests using Salesforce, and support Wealth Advisors. Candidates need 4+ years in financial services with an emphasis on client relations. The company offers comprehensive benefits from day one, including medical, dental, vision insurance, and more. A series 7 license is preferred. This position fosters a culture of continuous development and teamwork. #J-18808-Ljbffr Zions Bancorporation
- ...City, UT location. General Responsibilities Deliver elevated client service tailored to defined segmentation models, ensuring a proactive... ...recognition, feedback, and shared accountability. Support and guide Wealth Advisors and Planners in client relationship management,...SeniorWork experience placementWork at officeLocal areaFlexible hours
- 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...SuggestedFull time
- A leading wealth management firm in Salt Lake City, Utah, is looking for an individual to... ...advisory teams. The role includes managing client data, executing funds transfers, and... ...BA/BS degree and a background in customer service. This position requires strong organizational...Suggested
- KeyCorp is seeking a Senior Director of Family Wealth Consulting in Salt Lake City, UT. This role serves as a lead advisor, focusing on business transition... ...planning, and wealth strategies for ultra-high net worth clients. The ideal candidate will possess at least ten years of...Senior
- A financial institution is looking for a Mid-Senior level Private Client Advisor to manage high-net-worth individuals and provide financial guidance... ...management skills, alongside a good understanding of wealth management strategies and estate planning. #J-18808-Ljbffr...Senior
$19 per hour
...A leading financial services firm in the United States is seeking a Customer Operations Associate to provide top-notch customer support virtually. This role involves handling inquiries and resolving issues through effective communication. Ideal candidates will have a...SeniorHourly payRemote work- Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under... ...bring the talent; we bring the opportunity. Role Summary The Wealth Client Account Service Associate (CASA) plays a pivotal role in delivering...Work experience placementWork at officeLocal areaFlexible hours
- ...professional. You will prospect new leads and create valuable relationships with businesses while delivering a great experience to clients. We're offering a competitive pay range based on your experience, with opportunities for bonuses and career growth. The ideal candidate...SeniorRemote job
- Client Service Specialist I page is loaded## Client Service Specialist Ilocations: US-UT-Salt Lake City-36 S State-1125time type: Full timeposted... ...enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes...Permanent employmentTemporary workWork at officeFlexible hours
- ...life, while enabling them to preserve their wealth for future generations, and provide for... ...to the advisory teams by administering client data gathering, paperwork preparation and... ...contact with custodian and firm's technology service teams Interact with other departments,...Permanent employmentTemporary workWork at officeFlexible hours
$70k - $140k
A leading tech firm in Salt Lake City is seeking an experienced professional for an outbound sales role. As the architect of our sales development function, you will engage potential customers and generate leads. The position involves executing outreach strategies while...Senior$23.75 - $29.03 per hour
U.S. Bank in Salt Lake City, UT is seeking a Client Relationship Consultant. The ideal candidate will build and maintain strong relationships... ...using a variety of channels, aiming to deliver exceptional service. Responsibilities include processing transactions, opening...SeniorHourly pay- A technology-driven company in Salt Lake City is seeking a Sales Development Representative to build the sales pipeline from scratch. You will take charge of outbound sales efforts, consistently exceed quotas, and leverage AI tools to enhance productivity. With a focus ...Senior
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$40.05 - $52.28 per hour
Sales | Salt Lake City, United States | Remote What you’ll do: Prospect outbound and inbound leads Create new relationships, opportunities, and meetings with prospective businesses Deliver an extraordinary experience for software engineering leaders throughout this ...SeniorRemote work$70k - $140k
Sales Development Representative You will be the first point of contact for future Outlast customers and the architect of our sales development function. You will work closely with both the VP Marketing and the sales lead to build pipeline from scratch and hand off ...SeniorBase plus commission$116k - $216k
...investment portfolios in accordance with client investment goals and objectives. Advises... ...strategies, solutions and optimal levels of service that exceeds client expectations.... ...offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may...SeniorTemporary workWork at officeFlexible hours$18.7 - $26.8 per hour
A healthcare services company in Salt Lake City is seeking a Senior Representative, Customer Service Operations. This role involves providing exceptional customer service, managing accounts, and supporting sales representatives. Candidates should have 3-6 years of customer...SeniorHourly pay- CBRE is seeking an Accounting Sr. Associate in Salt Lake City, Utah. This role involves overseeing advanced accounting tasks, including managing the general ledger and preparing managerial reports. Ideal candidates will have at least 5 years of relevant experience, a strong...SeniorWork at office
$120 - $150 per hour
Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice within EY, dedicated... ...income tax A thorough understanding of estate and wealth planning Experience researching tax issues to develop...SeniorHourly paySeasonal workRemote workFlexible hours- ...Overview We are seeking a Sales & Client Support Specialist to support clients with researching vacation options. This role combines customer support... ...working independently while providing attentive service to clients throughout the travel planning process. This role...Remote workFlexible hours
$128k - $268k
Senior Director of Family Wealth Consulting page is loaded## Senior Director of Family Wealth Consultinglocations... ...to attract, retain and grow clients who require advice and complex planning... ...new business and/or client service accomplishments in ultra-high net worth...SeniorWork at officeLocal areaFlexible hours- What Customer Service Operations contributes to Cardinal Health Customer Service is responsible for establishing, maintaining and enhancing... ...administration, customer orders, and problem resolution. The Senior Representative, Customer Service Operations is responsible for...SeniorHourly payContract workTemporary workWork experience placementLocal areaFlexible hours
$116k - $216k
A major financial institution is seeking a seasoned investment manager to oversee complex portfolios, develop client investment strategies, and collaborate with teams to exceed client expectations. Candidates should possess strong interpersonal skills, a client-focused...Senior$91.95k - $196.68k
Job Summary As the Fund Services Business Development Representative Sr., you are responsible for selling UMB Fund Services' outsourced... ...industries Cross selling company products and services to existing clients Managing territory to maximize sales resources and revenue...SeniorLocal areaRemote workRelocationFlexible hours- ...seeks a dedicated individual to manage middle-market Commercial Lines insurance accounts. You will be the primary client contact, ensuring quality service through proactive support and technical expertise. Ideal candidates possess 2-5 years of agency experience and a strong...Senior
- ...management company is seeking a Travel Consultant in Salt Lake City, Utah, to deliver premium travel management services to U.S. military and government clients. This role requires over 3 years of experience, strong GDS expertise (Sabre), and excellent client service...SeniorFlexible hours
- ...role involves providing tax planning, preparation, and advisory services to high-net-worth individuals and business owners. Candidates... ...possess strong knowledge of tax compliance and exhibit strong client communication skills. This position offers opportunities for professional...Senior
- A leading benefits consulting firm is seeking a Service Consultant in Midvale, Utah. This role involves providing exceptional support to clients, developing strong relationships, and ensuring tailored solutions are met. The ideal candidate has at least 7 years of experience...Senior
- ...Account Executive to join our team in Salt Lake City, UT. In this role, you will serve as the primary contact for clients, ensuring high-quality service and leading the management of complex insurance programs. Successful candidates will have strong communication skills...Senior
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