Client Services Associate – Wealth Management; On-Site
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
Wealth Management CPAs in Salt Lake City, UT is seeking a Client Service Associate to support our advisors and deliver outstanding service to clients. This role focuses on onboarding, asset transfers, and ongoing client support, ensuring every interaction reflects the high standards of our firm.
The position involves handling client inquiries, maintaining detailed notes in Wealthbox, and coordinating with advisors to prepare for meetings.
We are seeking a motivated Client Services Associate – Wealth Management (On-Site) to join Advisors Excel, LLC in Salt Lake City, UT, United States.
Step into the Client Services Associate – Wealth Management (On-Site) role at Advisors Excel, LLC in Salt Lake City, UT, United States and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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