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.
4d
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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
1mo
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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
5d
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Job Opportunities at Vectra Bank
Pueblo or Woodland Park or Midvale or Denver or Thornton
OnsiteFull Time, Part Time
Provide top-notch customer service in branch teller and client service activities; process transactions and support retail banking operations.
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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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.
4d
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Part Time (30 Hours) Associate Banker, Bountiful Branch, Bountiful, UT
Bountiful, Utah, United States
OnsitePart Time
Deliver attentive client service, open and service accounts, use digital tools, handle cash devices, and learn products; high school diploma or GED required.
Chase Mobile App, Chase.com, ATM, tablet
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 degree or equivalent (BA/BS preferred); benefits administration knowledge; strong communication, Excel and PowerPoint skills; ability to obtain required licenses.
Microsoft Excel, PowerPoint
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