- Raymond James Financial, Inc. (Cottonwood Heights, UT)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- Raymond James Financial, Inc. (Payson, UT)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...or concerns + Provide a high level of customer service in a calm and professional manner + Use… more
- US Bank (Salt Lake City, UT)
- …discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Client Service Associate is a service and support ... delegated authority and/or standard department guidelines, incumbent handles day-to-day client calls and transactions and problem resolution, escalating items beyond… more
- Zions Bancorporation (Salt Lake City, UT)
- …are endless. You bring the talent; we bring the opportunity. **Role Summary** The Client Account Service Associate (CASA) plays a pivotal role in ... at our downtown Salt Lake City, UT location. **General Responsibilities** + Deliver client service aligned to defined segmentation models. + Utilize Salesforce… more
- Vanguard (UT)
- …7 and 63 and a passion for serving others? Join our team of "crew" as a Client Service Excellence Center associate ! About this Job: At Vanguard, we have a ... the best chance for investment success, join our team of "crew" as a Client Service Excellence Center associate ! At Vanguard, we believe in supporting our… more
- Banfield Pet Hospital (Draper, UT)
- …of the team when called upon and ensuring quality medical care, exceptional client service , associate engagement and maximum productivity. Helping create ... being a member of the team. Providing professional, efficient and exceptional client service (lead by example), ensuring all associates do the same, to include… more
- Zions Bancorporation (Salt Lake City, UT)
- …cross-sell opportunities through exploring needs. + Performing other duties as assigned. Client Service Associate (Teller) Qualifications: + Requires High ... money transfers, ordering checks, receiving loan payments, etc. + Resolve client 's problems either through direct personal action or referral to alternative… more
- Zions Bancorporation (St. George, UT)
- …duties as assigned. + Be available to work at least 20 hours per week. Client Service Associate (Teller) Qualifications: + Requires High School Diploma or ... transfers, ordering checks, receiving loan payments, etc. + Resolve client 's problems either through direct personal action or referral...equivalent and some cashiering, customer service , balancing, or other related experience. + Basic knowledge… more
- Wells Fargo (Holladay, UT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + May… more
- RxBenefits (Salt Lake City, UT)
- …teamwork and communications skills. + Demonstrated dedication to a high level of client service , sound business and legal judgment and ability to determine ... The Associate Counsel provides substantive support to the Legal...Include:_ + Drafting and negotiation of company contracts, including client agreements and marketing agreements + Providing legal support… more