Client Service Specialist – Financial Advisory Support

A financial services firm in Cottonwood Heights, UT, is seeking a dynamic Registered Client Service Associate to support financial advisors and clients. The role involves onboarding clients, preparing financial reports, and managing detailed client information while providing top-notch customer service. Ideal candidates will possess strong communication skills and be detail-oriented. Join us and grow your career with opportunities for professional development and continuous improvement. #J-18808-Ljbffr