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Client Service Associate: Financial Services
Job in
Draper, Salt Lake County, Utah, 84020, USA
Listed on 2026-03-04
Listing for:
BBF Wealth
Full Time
position Listed on 2026-03-04
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep
Job Description & How to Apply Below
A financial services firm in Draper, Utah, is seeking a Client Service Associate to enhance client interactions and support financial advisors. The role involves managing client accounts, maintaining records, and ensuring a high level of customer service. Ideal candidates will have strong communication skills, experience with CRM software, and a commitment to client satisfaction. Join a supportive team, and grow your career in an engaging work environment.
Competitive benefits included.
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Position Requirements
10+ Years
work experience
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