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Bilingual

Wealth Management Client Services Specialist

Job in Payson, Utah County, Utah, 84651, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-14
Job specializations:
  • Customer Service/HelpDesk
    Bilingual
  • Finance & Banking
Job Description & How to Apply Below
A comprehensive financial planning firm is seeking a Client Service Associate in Payson, Utah. The role involves servicing client inquiries, providing administrative support, and ensuring documentation accuracy. Ideal candidates have a Bachelor's degree and 3 to 6 years of experience, possess strong CRM and communication skills, and thrive in a dynamic team environment. This position offers opportunities for professional development and emphasizes a commitment to client service.
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