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Wealth Client Success Manager

Job in Draper, Salt Lake County, Utah, 84020, USA
Listing for: Ottawa Riverkeeper | Sentinelle de la rivière des Outaouais
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
  • Business
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial planning firm located in Draper, UT is seeking a Relationship Manager to support two advisors and ensure exceptional client service. The role involves building strong client relationships, coordinating meetings, and following through on financial planning recommendations. The ideal candidate should have strong communication skills, excellent organizational abilities, and prefer a Bachelor’s degree.

This role offers a full-time schedule from Monday to Friday, 9:00 am to 5:00 pm.
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