Financial Advisor Support & Client Services Associate
Listed on 2026-11-04
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Finance & Banking
Financial Sales, Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Raymond James in Cottonwood Heights, UT seeks a Registered Client Service Associate to support Financial Advisors and clients with high-touch service. You’ll onboard new clients, open accounts, process inquiries, and schedule meetings using CRM and other tools in a fast-paced environment.
The role requires effective communication, organization, and problem-solving. A High School diploma and 1+ year securities experience are preferred; SIE and Series 7 are required.
We would love to welcome a new Financial Advisor Support & Client Services Associate to our organisation in Cottonwood Heights, UT, United States.
The Financial Advisor Support & Client Services Associate position in the Finance, Sales field is open for applications.
We have an opening for a Financial Advisor Support & Client Services Associate in Cottonwood Heights, UT, United States within Finance, Sales.
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