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Wealth Management Client Experience Specialist
Job in
Sandy, Salt Lake County, Utah, 84092, USA
Listed on 2026-07-07
Listing for:
HUB International
Full Time
position Listed on 2026-07-07
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
HUB International in Sandy, Utah is seeking a Wealth Management Client Service Administrator to support financial advisors and enhance the client experience. In this role, you will manage administrative operations, ensuring all client documentation aligns with regulatory standards while maintaining client records accurately.
The ideal candidate will display exceptional organizational skills, proficiency in Microsoft Office, and the ability to manage multiple priorities effectively. Benefits include comprehensive health insurance, a 401(k) plan, paid time off, and professional development support.
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