Wealth Management Client Service Advisor

Raymond James Financial, Inc.; Salt Lake City, Northern (UT, KY); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance Stipend

PTO + Market Holidays

Job summary

Snowpine Wealth is seeking a Client Service Advisor to deliver exceptional client experiences and strong operational support for our wealth management team. You will handle inquiries, schedule meetings, and maintain client records with CRM software in a fast-paced, team-oriented environment.

The role emphasizes communication, accuracy, and proactive service to help advisors meet client needs onsite at our Salt Lake City location.

Qualifications

• 2+ years of general office, customer service, and relationship management experience
• Bachelor’s degree required
• Series 7 & 66 required or willing to obtain within stated period after start date
• Workstyle: Onsite

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 crucial 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 Client Relationship Management (CRM) software
• Actively engages in available training/cross‑training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
• Places trades as directed by and on behalf of Wealth Partner
• Performs other duties and responsibilities as assigned

Skills

CRM software

Office 365

Communication

Customer service

Teamwork

Account research

Education

Bachelor’s degree

Tools

CRM software

Job description

Snowpine Wealth is seeking a Client Service Advisor to deliver exceptional client experiences and strong operational support for our wealth management team. You will handle inquiries, schedule meetings, and maintain client records with CRM software in a fast-paced, team-oriented environment.

The role emphasizes communication, accuracy, and proactive service to help advisors meet client needs onsite at our Salt Lake City location.