Wealth Management Client Services Specialist

A comprehensive financial planning firm is seeking a Client Service Associate in Payson, Utah. The role involves servicing client inquiries, providing administrative support, and ensuring documentation accuracy. Ideal candidates have a Bachelor's degree and 3 to 6 years of experience, possess strong CRM and communication skills, and thrive in a dynamic team environment. This position offers opportunities for professional development and emphasizes a commitment to client service. #J-18808-Ljbffr