Wealth Client Services Specialist
Job in
Salt Lake City, Salt Lake County, Utah, 84193, USA
Listed on 2026-08-03
Listing for:
Koitecc Solutions
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Services, Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
BMO Financial Group is seeking a Wealth Sales & Service professional to support financial planning business development, sales and service delivered by wealth advisors. You will assist in preparing proposals, conduct market research, and act as the primary service contact for clients.
The role emphasizes building relationships, tracking metrics, and ensuring compliance, with opportunities to advance toward a financial planning designation and to work with internal and external stakeholders.
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