Wealth Client Services & Operations Associate

Raymond James Financial, Inc.; Salt Lake City (UT); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Medical Insurance Stipend

PTO + Market Holidays

Job summary

Snowpine Wealth in Salt Lake City, UT is seeking a Registered Client Associate to support financial advisors and deliver exceptional client service. The role involves opening accounts, processing money movements, maintaining CRM records, and coordinating meetings with clients.

You will work onsite with a team, requiring a Bachelor’s degree and Series 7 & 66 or willingness to obtain. Strong communication and organizational skills are essential.

Qualifications

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

Responsibilities

• Interacts daily with clients and handles basic inquiries and sensitive account information.
• Schedules meetings by phone, in person, virtually or via mailings.
• Opens new client accounts and processes money movements.
• Maintains records using CRM software and supports financial advisors.
• Performs other duties as assigned.

Skills

CRM software

MS Office 365

Communication skills

Organizational skills

Customer service

Education

Bachelor’s degree

Series 7 & 66

Job description

Snowpine Wealth in Salt Lake City, UT is seeking a Registered Client Associate to support financial advisors and deliver exceptional client service. The role involves opening accounts, processing money movements, maintaining CRM records, and coordinating meetings with clients.

You will work onsite with a team, requiring a Bachelor’s degree and Series 7 & 66 or willingness to obtain. Strong communication and organizational skills are essential.