WealthTech Client Delivery & Reporting Associate
Job in
Ogden, Weber County, Utah, 84403, USA
Listed on 2026-06-14
Listing for:
Atlas Search
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Banking & Finance, FinTech, Financial Services, Private Banking
Job Description & How to Apply Below
Atlas Search is looking for a Client Delivery Specialist to join their expanding wealth technology platform, based in the United States. This role requires a blend of finance, technology, client service, and operational support, offering exposure to portfolio reporting and investment data management.
The ideal candidate will have 1-5 years of experience in wealth management operations and strong analytical skills, comfortable in a dynamic work environment that emphasizes collaboration and innovation.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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