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Client Solutions Advocate - Financial Services

Job in Salt Lake City, Salt Lake County, Utah, 84193, USA
Listing for: Dexian
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Salt Lake City seeks a candidate to manage client complaints, utilizing an active FINRA Series 7 License. The role requires strong communication skills and at least 6 months of retail brokerage experience. You will autonomously handle operational issues and close a high volume of cases weekly while ensuring quality and recognizing escalation needs when necessary.

Candidates must possess excellent problem-solving abilities and a client-centered approach.
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