12 client accounting services associate jobs at 11 companies in Mapleton, UT
2d
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Registered Client Service Associate
Sandy, Utah, United States
$100k-$110k/yr HybridFull Time
3+ YOERequires 3+ years in wealth management, financial services, or client service; advisor and high-net-worth client support; Series 65 or 66 registration; Microsoft Office and CRM proficiency. Bachelor's preferred.
Microsoft Office, CRM, Schwab, Fidelity, Pershing, Salesforce, Wealthbox, Orion, MoneyGuide, eMoney, DocuSign, Claude, ChatGPT, Microsoft Copilot
3w
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Client Service Associate
Salt Lake City, Utah, United States
$58k-$70k/yr OnsiteFull Time
2+ YOE2+ years customer service experience, strong communication and judgment, basic finance knowledge (banking, credit cards, accounting); startup/financial services experience preferred.
1w
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Asset & Wealth Management – Salt Lake City – Senior Associate, Client Services - Operations - 10171556
Salt Lake City, Utah, United States
OnsiteFull Time
1+ YOEMaster's+1yr or Bachelor's+3yrs in business/finance/analytics; experience extracting investment data, financial analysis, reconciliation, ETL/automation, project delivery, and cross‑functional coordination.
Alteryx, Tableau, SQL, ETL, Microsoft Excel, Microsoft Outlook, Microsoft Office
2mo
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Client Delivery Specialist - Associate
Salt Lake City, Utah, United States
$75k-$85k/yr HybridFull Time
3+ YOE3+ years experience in finance or wealth management, Bachelor's degree required, strong customer service, knowledge of financial instruments, experience with RIA/wealth management and custodians, Excel and PowerPoint proficiency, familiarity with wealth platforms and basic programming/database concepts.
Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, eMoney, MoneyGuidePro, Microsoft Excel, Microsoft PowerPoint, Photoshop, HTML
2w
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Wealth Service Associate - Salt Lake City
Salt Lake City, Utah, United States
OnsiteFull Time
High school diploma or equivalent, several years of account servicing/customer service in financial services preferred, college preferred, Series 7/66 (63/65) preferred, Salesforce Financial Services Cloud experience, strong client service and communication skills.
Salesforce Financial Services Cloud, Copilot
1w
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Wealth Service Associate - Salt Lake City
Salt Lake City, Utah, United States
OnsiteFull Time
High school diploma or equivalent; experience in account servicing, sales, or customer service in financial services; college degree preferred; Series 7/66 (63/65) preferred; proficiency with Salesforce Financial Services Cloud and office applications; strong client service and communication skills.
Salesforce Financial Services Cloud, Copilot
1w
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Financial Planning Associate - Salt Lake City, Utah
Salt Lake City, Utah, United States
$70k-$94k/yr OnsiteFull Time
0+ YOEBachelor's degree, 0-2 years financial services experience; CFP or Series 65 (or progress) required, proficiency with financial planning software, strong communication and client relationship skills.
Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, Holistiplan, Planner CS, Monday.com
2w
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Part Time (30 Hours) Associate Banker, Kimball Junction Branch, Park City, UT
Park City, Utah, United States
OnsitePart Time
Deliver attentive client service, open and service accounts, handle cash and branch operations, learn products and procedures, and possess a high school diploma or GED.
Chase Mobile App, Chase.com, tablet, ATM
1mo
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Senior Fund Accountant (Fund Administration)
Minneapolis or Orlando or Salt Lake City or Milwaukee or Sacramento or Atlanta or Dallas or King of Prussia
$65k-$113k/yr OnsiteFull Time
2+ YOEMinimum 2 years relevant accounting/financial experience, Bachelor's degree required (or equivalent experience). Experience with month-end close, account reconciliations, financial statements, AP/AR, client service, and supervising associates.
2w
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Associate Account Manager
Salt Lake City, Utah, United States
HybridFull Time
Provide consultative risk advice, manage client communications and documentation, support account growth; Microsoft Office proficiency; ability to travel and work outside normal hours; legally authorized to work in the U.S.
Microsoft Outlook, Microsoft Excel
1mo
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Product Specialist Solutions - Associate
Salt Lake City, Utah, United States
$70k-$85k/yr HybridFull Time
2+ YOE2+ years client-facing experience (client success, account management, or sales) in SaaS/financial services, strong communication and organizational skills, Salesforce experience, and regulatory awareness.
Salesforce
1w
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Account Manager
South Jordan, Utah, United States
$57k-$80k/yr OnsiteFull Time
3+ YOE3+ years client service or industry experience; associates or BA/BS preferred; knowledge of benefits administration and Healthcare Reform; strong Excel/PowerPoint and communication skills; appropriately licensed or able to obtain licensing.
Microsoft Excel, Microsoft PowerPoint, NFP portal