Client Account Service Associate
3 weeks ago
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Client Account Service Associate (CASA) Zions Wealth Management is currently seeking an experienced Client Account Service Associate (CASA). The CASA manages the execution of client service activities for multiple Wealth Advisors. This position enhances the client experience by providing exceptional client service, supporting business functions remotely, assisting in safeguarding client assets, and serving as administrative and operational support to Wealth Advisors. The Client Account Service Associate is also responsible for understanding firm policies, procedures, and digital capabilities that will allow them to interact with Wealth Advisors, as well as new and existing clients. General Responsibilities Support Wealth Advisors in all sales support and administrative functions as needed including, but not limited to, data entry, preparing mailings, electronic filing, answering the phone, obtaining approvals for Wealth Advisor communications and advertisements, pipeline reporting, marketing and business development, client/prospect presentations, expenses, printing, faxing, calendar management; provides overall customer service support to clients. Organize and assist in the maintenance of complete client account and trade-related records for the Wealth Advisor and certain required files for the branch office. Provide reports and other information to Wealth Advisor(s), as requested. Identify situations that need to be brought to the attention of the Wealth Advisor or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior. Fielding client inquiries and resolving service transactions using thorough research. Organizing time: schedule appointments, maintain calendars, and coordinate schedules with other staff and individuals outside the firm, as appropriate. Research information needed for client meetings. Prepare documents (in conjunction with other client service team members), notes, reports, and presentation materials, as required. Performance will be reviewed versus office success by taking ownership of all advisor office tasks allowing the advisor to grow his/her business. Special projects as assigned. Qualifications College degree preferred, or equivalent work experience. 1-2 years of investment/financial service experience preferred. Must have time management and organizational skills. Possess attention to detail with excellent follow-through. Efficiently problem solve, be pro-active, demonstrate initiative and multi-task. Strong communication skills/office etiquette (both written and verbal). Must be able to manage stress, meet strict deadlines under pressure, perform with a high degree of accuracy, and consistently provide excellent customer service. Benefits Medical, Dental and Vision Insurance - START DAY ONE Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products #J-18808-Ljbffr
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Client Experience Associate
2 weeks ago
Salt Lake City, United States Harmonious Capital Administration Full timeJob DescriptionJob DescriptionSalary: Harmonious Capital Administration, a leading private market investing technology company, is currently seeking a detail-oriented and client-focused Client Experience Associate to join our dynamic team. As an Client Experience Associate, you will play a pivotal role in nurturing and maintaining relationships with our...
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Client Services Associate
1 week ago
Salt Lake, Utah, United States Goldman Sachs & Co. LLC Full timePosition Overview:Join Goldman Sachs & Co. LLC as a Client Services Associate. In this role, you will engage directly with Institutional and Prime Brokerage clients, as well as external brokers, to facilitate the settlement of client trades and address any trade-related concerns.Key Responsibilities:As a vital member of our team, you will:- Conduct essential...
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Client Service Representative
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Dodge City, United States Account Recovery Specialists Full timeAccount Recovery Specialists, Inc. ("ARSI®") is a Kansas-grown, family-owned organization headquartered in Wichita, KS. With offices in Wichita and Dodge City. With over 100 employees, we have been providing comprehensive accounts receivable management since 1992 and returning millions of dollars annually to our clients; local Kansas businesses. We have...
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Client Service Representative
2 weeks ago
Dodge City, United States Account Recovery Specialists Full timeAccount Recovery Specialists, Inc. ("ARSI®") is a Kansas-grown, family-owned organization headquartered in Wichita, KS. With offices in Wichita and Dodge City. With over 100 employees, we have been providing comprehensive accounts receivable management since 1992 and returning millions of dollars annually to our clients; local Kansas businesses. We have...
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Client Service Representative
1 week ago
Dodge City, United States Account Recovery Specialists Full timeAccount Recovery Specialists, Inc. ("ARSI®") is a Kansas-grown, family-owned organization headquartered in Wichita, KS. With offices in Wichita and Dodge City. With over 100 employees, we have been providing comprehensive accounts receivable management since 1992 and returning millions of dollars annually to our clients; local Kansas businesses. We have...
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Client Service Representative
5 days ago
Dodge City, United States Account Recovery Specialists Full timeAccount Recovery Specialists, Inc. ("ARSI®") is a Kansas-grown, family-owned organization headquartered in Wichita, KS. With offices in Wichita and Dodge City. With over 100 employees, we have been providing comprehensive accounts receivable management since 1992 and returning millions of dollars annually to our clients; local Kansas businesses. We have...
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AdvancedMD RCM Client Services Associate
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Salt Lake City, United States Global Payments Full timeEvery day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....
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Client Account Specialist
1 week ago
Salt Lake, Utah, United States Fidelity TalentSource LLC Full timeBrokerage Operations RepresentativeFidelity TalentSource serves as your gateway to exploring temporary opportunities within Fidelity Investments. We are currently seeking a Brokerage Operations Representative to join our dynamic team.About the TeamThe Brokerage Operations division encompasses various middle office functions that assist Fidelity's Wealth and...
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AdvancedMD RCM Client Services Associate
3 days ago
Salt Lake City, United States Global Payments Full timeEvery day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results....
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Registered Client Associate
2 weeks ago
Salt Lake City, United States D.A. Davidson & Co. Full timeJob Descriptions: Summary/FunctionWe are currently seeking an exceptional individual to join a dynamic and high-producing team in our Salt Lake City, UT office. This team-critical role requires attention to detail, the ability to balance multiple requests, outstanding client service skills, and a high level of integrity and confidentiality with respect to...
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Client Account Specialist
1 week ago
Salt Lake, Utah, United States Fidelity TalentSource LLC Full timeBrokerage Operations RepresentativeFidelity TalentSource serves as a premier destination for exploring temporary employment opportunities within Fidelity Investments. We are currently seeking a Brokerage Operations Representative to join our dynamic team.About the TeamThe Brokerage Operations division encompasses various middle office functions that provide...
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Client Support Associate
1 month ago
Salt Lake City, United States Prinova Full timeJob DescriptionJob DescriptionThe Client Support Associate will provide ideal customer service by communicating with customers and internal departments. Main Duties & Responsibilities· Strengthen client relationships by responding promptly and professionally to incoming client inquires through email, by telephone, or in...
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Client Account Operations Specialist
1 week ago
Salt Lake, Utah, United States Fidelity TalentSource LLC Full timeBrokerage Operations RepresentativeFidelity TalentSource serves as your gateway to exploring temporary employment opportunities within Fidelity Investments. We are currently seeking a Brokerage Operations Representative to join our team.Team OverviewThe Brokerage Operations division encompasses various middle office functions that assist Fidelity's Wealth...
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Client Account Operations Specialist
1 week ago
Salt Lake, Utah, United States Fidelity TalentSource LLC Full timeBrokerage Operations RepresentativeFidelity TalentSource serves as your gateway to explore temporary opportunities within Fidelity Investments. We are currently seeking a Brokerage Operations Representative to join our dynamic team.Team OverviewThe Brokerage Operations division encompasses various middle office functions that assist Fidelity's Wealth and...
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Client Service Representative
2 weeks ago
Dodge City, United States Account Recovery Specialists, Inc Full timeJob DescriptionJob DescriptionAccount Recovery Specialists, Inc. (“ARSI®”) is a Kansas-grown, family-owned organization headquartered in Wichita, KS. With offices in Wichita and Dodge City. With over 100 employees, we have been providing comprehensive accounts receivable management since 1992 and returning millions of dollars annually to our clients;...
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Client Service Representative
1 week ago
Dodge City, United States Account Recovery Specialists, Inc Full timeJob DescriptionJob DescriptionAccount Recovery Specialists, Inc. (“ARSI®”) is a Kansas-grown, family-owned organization headquartered in Wichita, KS. With offices in Wichita and Dodge City. With over 100 employees, we have been providing comprehensive accounts receivable management since 1992 and returning millions of dollars annually to our clients;...
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Tax Accountant
1 week ago
Salt Lake City, United States ABDO Full timeAs our firm continues to grow, we are seeking a Senior Associate to join the Tax group who strives to perform at a high level of service. Under minimal supervision, this individual can work independently and is a strong self-starter. The Senior Associate performs a variety of professional accounting work. The primary responsibility will be preparing federal...
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Associate Account Manager
1 week ago
Salt Lake City, United States ArcBest Full timeArcBest® is a leading logistics company with creative problem solvers who deliver integrated solutions for complex supply chain challenges. Wanting to join the ArcBest family? In our search for top talent, we are looking for those that will further enable us to deliver on our vision and fully support our values-driven culture. Currently, we are looking...
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Client Services Agent
2 weeks ago
Salt Lake City, United States ARUP Laboratories Full timeDescription Schedule :Monday, Friday, Saturday, Sunday (40 hrs/wk) 6:00 AM - 4:30 PM MST Training Schedule : (approx. 9 weeks)Monday - Friday8:00 AM - 4:30 PM Department: Client Services - 234 Primary Purpose: The Client Services Agent demonstrates competence in the policies, procedures and processes associated with delivering excellent customer service...
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Client Services Agent
1 week ago
Salt Lake City, United States ARUP Laboratories Full timeDescription Schedule :Monday, Friday, Saturday, Sunday (4x10, 40 hrs/wk) 6:00 AM - 4:30 PM MST Training Schedule : (approx. 9 weeks)Monday - Friday8:00 AM - 4:30 PM Department: Client Services - 234 Primary Purpose: The Client Services Agent demonstrates competence in the policies, procedures and processes associated with delivering excellent customer...
