Client Services Representative

2 weeks ago


Salt Lake, Utah, United States Mountain America Credit Union Full time

Position Overview:
As a Client Services Representative, you will play a crucial role in supporting the Wealth Advisors at Mountain America Investment Services. Your primary responsibilities will include:

  • Communication: Answering incoming calls and addressing client inquiries with professionalism.
  • Appointment Management: Scheduling meetings between clients and Wealth Advisors to ensure seamless service delivery.
  • Task Coordination: Managing various administrative tasks to support the operations of the team.
  • Documentation: Processing paperwork efficiently to maintain accurate records.
  • Client Interaction: Engaging with members to enhance their experience and satisfaction.
  • Third-Party Communication: Handling interactions with external parties as needed.

This role is essential in fostering strong relationships with clients and ensuring that their needs are met effectively.



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