Wealth Client Services Associate

Raymond James; Salt Lake City (UT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical Insurance Stipend

PTO + Market Holidays

Job summary

Snowpine Wealth is seeking a Registered Client Associate to deliver exceptional client experience and support financial advisors. This onsite role requires strong communication, organizational skills, and hands-on administrative experience in a wealth management environment.

Responsibilities include client interactions, meeting scheduling, opening accounts, processing transfers, CRM data management, and ongoing training. Series 7/66 is preferred or attainable after start date.

Qualifications

• 2+ years of general office and customer service experience.
• Series 7 & 66 required or willing to obtain within stated period after start date.

Responsibilities

• Interacts daily with clients, including basic inquiries and sensitive account information.
• Schedules meetings on the phone, in person, virtually, and through mailings.
• Provides support to financial advisors and the branch office, both independently and in a team.
• Opens new client accounts, processes money movement, and researches information as needed.
• Creates and maintains records and files using CRM software.
• Participates in training and professional development opportunities to stay current on policies.
• Places trades as directed by Wealth Partner.
• Performs other duties as assigned.

Skills

CRM software

Microsoft Office 365

Client communication

Education

Series 7 & 66 registrations

Job description

Snowpine Wealth is seeking a Registered Client Associate to deliver exceptional client experience and support financial advisors. This onsite role requires strong communication, organizational skills, and hands-on administrative experience in a wealth management environment.

Responsibilities include client interactions, meeting scheduling, opening accounts, processing transfers, CRM data management, and ongoing training. Series 7/66 is preferred or attainable after start date.