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Associate Advisor - Client Service & Workflow Lead
Job in
Holladay, Salt Lake County, Utah, USA
Listed on 2026-09-05
Listing for:
dentistadvisors
Full Time
position Listed on 2026-09-05
Job specializations:
-
Customer Service/HelpDesk
Customer Success Management, HelpDesk/Support
Job Description & How to Apply Below
Dentist Advisors is seeking an Associate Advisor to support our advisors and deliver an exceptional client experience. You will own the workflow for your assigned advisor’s book of business, ensuring every commitment is tracked and every client interaction is well-prepared.
The role involves regular client-facing activity, attending meetings, following up on outstanding items, and coordinating next steps to ensure clients are supported between advisor meetings.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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