Financial Onboarding & Client Services Specialist
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Finance & Banking
Job Description & How to Apply Below
Renaissance Financial Corporation in Utah seeks a detail-oriented Administrative Assistant to support client onboarding and daily servicing with the Financial Advisor. You will manage calendars, prepare reports, and handle onboarding tasks for both current and new clients.
Proficiency in Excel and Outlook, 1–2 years of PA experience, and a financial background are preferred. This full-time role offers growth and an inclusive, accessible work environment.
The Financial Onboarding & Client Services Specialist position in the Management & Operations, Other field is open for applications.
We appreciate your interest in this position.
Join Renaissance Financial Corporation and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Financial Onboarding & Client Services Specialist role at Renaissance Financial Corporation, based in Sandy, UT, United States.
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