Wealth Client Associate: Client Service & Operations

130 Raymond James Financial Services, Inc.; Salt Lake City (UT); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Medical Insurance Stipend

PTO + Market Holidays

Job summary

Snowpine Wealth is seeking a Registered Client Associate to provide front-line client service and administrative support for the wealth management team. The role emphasizes strong communication, client service, and operational accuracy within a professional office setting.

You will help manage client accounts, support advisors, and ensure efficient office operations while maintaining strict confidentiality and compliance with firm policies.

Qualifications

• 2+ years of general office and customer service experience.
• Experience using CRM software and handling sensitive information.

Responsibilities

• Interacts daily with clients, including basic inquiries and sensitive account information.
• Schedules meetings on the phone, in person, virtually, and through mailings.
• Works both independently and within a team environment to provide support to the financial advisors and branch office.
• Open new client accounts, process money movement, and research information as needed.
• Creates and maintains records and files utilizing CRM software.
• Actively engages in training and professional development opportunities to stay current on policies and procedures.
• Places trades as directed by Wealth Partner.
• Performs other duties as assigned.

Skills

Client communication

CRM software

Office suite

Time management

Education

Bachelor’s degree

Tools

CRM software

Job description

Snowpine Wealth is seeking a Registered Client Associate to provide front-line client service and administrative support for the wealth management team. The role emphasizes strong communication, client service, and operational accuracy within a professional office setting.

You will help manage client accounts, support advisors, and ensure efficient office operations while maintaining strict confidentiality and compliance with firm policies.