Wealth Management Client Services Specialist

A leading financial services provider in Salt Lake City is seeking a Client Account Service Associate to deliver exceptional service to clients. This role supports Wealth Advisors by managing client accounts and ensuring satisfaction. Candidates should have strong customer service skills, a high school diploma (college preferred), and may need Series 7 & 66 licenses. The position offers comprehensive benefits, including medical insurance starting day one and a robust 401(k) plan with company matching.

Join a dynamic team and help bridge the gap between client needs and service excellence.
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