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Client Service & Financial Planning Associate

Job in Midvale, Salt Lake County, Utah, 84047, USA
Listing for: Kappaalphapsi1911
Full Time position
Listed on 2026-06-06
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Kappaalphapsi
1911 is looking for a Registered Client Service Associate in Midvale, UT to provide dedicated support to high-performing advisors, preparing financial plans and enhancing client interactions.

The ideal candidate will have a Bachelor's degree, 3-5 years of relevant experience, and strong analytical skills. This role requires effective communication, organizational skills, and the ability to manage multiple priorities. Join us in delivering exceptional client-centric service in a collaborative office environment.

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Position Requirements
10+ Years work experience
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