Wealth Management-Salt Lake -Associate-Client Services - Operations

Wealth Management-Salt Lake City-Associate-Client Services - Operations

Salt Lake City, Utah, United States

Operations – Private Wealth Management – Private Banking Operations – Associate - SLC

Are you looking to apply your strong customer service skills and strengthen relationships with senior business leaders in an impactful way? The Private Wealth Management (PWM) Private Banking Operations team is seeking a professional who can collaborate with the PWM business, legal, compliance, vendors, and other operations teams to perform critical control functions in a rapidly growing business while delivering an excellent client experience.

Operations is a dynamic, multi-faceted division that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm’s assets and its reputation. For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow.

The Private Banking Operations team is a high-paced risk management and client service team. The team is responsible for inside and outside the firm banking inquiries, daily vendor settlements, balance and break reconciliations, account enrollment, vendor management, and fraud monitoring for all banking products (i.e. debit cards, checking, ACH, Bill Pay, etc.) in support of the PWM client account base.

• Gain a comprehensive understanding of the Private Banking organization by developing a deeper understanding of banking products and growing your network across operations, technology, compliance, legal, and the business
• Refine your client service skills by partnering with PWM PWAs and WMPS to assist clients in account enrollment, product inquiries, and ongoing service of banking products
• Become involved with innovative fraud strategy development to protect client and firm assets from the ever growing fraud landscape
• Showcase strong control and risk management skills by ensuring we stay in compliance with industry regulations and firm policies
• Develop strategies and opportunities for process efficiencies to reduce manual tasks while increasing control in a rapidly growing business

SKILLS AND EXPERIENCE FOR WHICH WE’RE LOOKING

• Bachelor’s degree, with prior experience working in financial services as a plus
• Proven client service skills, teamwork and a sense of urgency to fulfill time sensitive and highly confidential tasks
• Ability to develop and nurture relationships with senior business leaders within a cross divisional team
• Self-motivated and proactive team player who takes ownership and accountability for projects, has strong organizational skills as well as the ability to effectively manage competing priorities
• Flexible and able to work well under pressure in a team environment

• Job Identification 160184
• Job Category Associate
• Posting Date 01/23/2026, 03:31 PM
• Locations Salt Lake City, Utah, United States

Healthcare & Medical Services

We believe who you are makes you better at what you do. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling…