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Bank Customer Service

Wealth Team Client Services Associate

Job in Salt Lake City, Salt Lake County, Utah, 84193, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-03-13
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. The role involves assisting clients with their needs, managing account information, and executing transactions. Candidates should possess a High School Diploma, financial services knowledge, and excellent client service skills. A college degree and relevant licenses are preferred. This position offers opportunities for professional growth in a dynamic environment.
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Position Requirements
10+ Years work experience
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