Client Associate jobs in Utah

Operations Associate
  • Finicity
  • Salt Lake City, UT
  • The Operations Associate performs a pivotal role in supporting the company by efficiently ... This role will also support the broader Operations and Client Success organizations through various ...
  • 15 hours ago

Promotional Customer Service Representative
  • RR Incorporated
  • Ogden, UT
  • Our associates are able to travel if desired, and have the opportunity for advancement within the ... Answer questions regarding our client's programs and services * Ability to multitask, and adapt to ...
  • yesterday

Entry Level Sales Associate - South
  • Salt Lake Valley Buick GMC
  • South Salt Lake, UT
  • We're hiring someone who is capable to make calls and handle client requests. Our database has over ... Sales Associate Benefits * $2000 Guarantee per month for the first 90 days after hire * Hottest ...
  • 3 days ago

Administrative Assistant
  • PrincePerelson and Associates
  • West Jordan, UT
  • Administrative Assistant Cottonwood Heights, UT $40-55K DOE Our client in the Financial Services ... Associate's Degree or higher * 2+ years of office/admin support experience * Great with computer ...
  • 3 days ago

Annuity Service Associate - 7-5
  • Fidelity Investments
  • Salt Lake City, UT
  • As an Annuity Service Associate, you will provide outstanding client experience and develop positive relationships with our clients by understanding their needs and offering targeted solutions. This ...
  • 4 days ago

Financial Planning Associate
  • Roberts Wealth Advisors
  • Park City, UT
  • Responsibilities include preparing client reports, administering client data gathering and maintenance and responding to administrative client queries. The Financial Planning Associate will: ยท ...
  • 4 days ago

CWM Operations, PWM Ops Client Management, Salt Lake City, Associate
  • Goldman Sachs
  • Salt Lake City, UT
  • MORE ABOUT THIS JOB: Please note division and function examples are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined ...
  • 5 days ago

Finance Associate
  • GTT, LLC
  • Salt Lake City, UT
  • Our client is a leading global financial services firm providing investment banking, securities, and investment management services to a substantial and diversified client base that includes ...
  • 6 days ago

Utah is known for its natural diversity and is home to features ranging from arid deserts with sand dunes to thriving pine forests in mountain valleys. It is a rugged and geographically diverse state that is at the convergence of three distinct geological regions: the Rocky Mountains, the Great Basin, and the Colorado Plateau. Utah is one of the Four Corners states, and is bordered by Idaho in the north, Wyoming in the north and east; by Colorado in the east; at a single point by New Mexico to the southeast; by Arizona in the south; and by Nevada in the west. It covers an area of 84,899 sq mi ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$41,549 to $53,002

Client Associate
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
March 10, 2021
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
February 21, 2021
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
February 03, 2021
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
January 19, 2021
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
January 16, 2021
Build solid working relationships with team members, acting as a resource for others whenever possible.
December 27, 2020
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
December 07, 2020
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
November 30, 2020
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
October 24, 2020
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
October 10, 2020