Wealth Management Client Service Advisor
Listed on 2026-10-07
-
Finance & Banking
Financial Sales -
Customer Service/HelpDesk
Snowpine Wealth is seeking a Client Service Advisor to deliver exceptional client experiences and strong operational support for our wealth management team. You will handle inquiries, schedule meetings, and maintain client records with CRM software in a fast-paced, team-oriented environment.
The role emphasizes communication, accuracy, and proactive service to help advisors meet client needs onsite at our Salt Lake City location.
The following opening is for a Wealth Management Client Service Advisor with Raymond James Financial, Inc.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Wealth Management Client Service Advisor role at Raymond James Financial, Inc., based in Salt Lake City, UT, United States.
We are looking to fill the Wealth Management Client Service Advisor position at Raymond James Financial, Inc. in Salt Lake City, UT, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).