Client Service Specialist – Financial Advisory
Job in
Cottonwood Heights, Salt Lake County, Utah, USA
Listed on 2026-01-11
Listing for:
Raymond James
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm in Cottonwood Heights, UT, is seeking a dynamic Registered Client Service Associate to support financial advisors and clients. The role involves onboarding clients, preparing financial reports, and managing detailed client information while providing top-notch customer service. Ideal candidates will possess strong communication skills and be detail-oriented. Join us and grow your career with opportunities for professional development and continuous improvement.
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