Willenborg Wealth Management is seeking a motivated Client Service Associate in Salt Lake City, UT, to provide essential administrative support to Financial Advisors and their clients. The role requires strong communication skills, organizational abilities, and the capacity to handle multiple tasks in a fast-paced environment
Job Summary
This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members.
The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Matching Summary
Match Score: 75
Willenborg Wealth Management is seeking a motivated Client Service Associate in Salt Lake City, UT, to provide essential administrative support to Financial Advisors and their clients. The role requires strong communication skills, organizational abilities, and the capacity to handle multiple tasks in a fast-paced environment.
Skills & Requirements
Must-have
Client Relationship Management (CRM) software
Microsoft Excel for reporting
Effective multi-platform communication
Processing client financial transactions
Opening new client accounts
Maintaining client paperwork accuracy
Nice-to-have
Detail-oriented and creative problem solver
Ability to handle stressful situations calmly
Proactive follow-up and problem resolution
Engaging in professional development opportunities
Key Requirements
High School Diploma or equivalent
1+ years securities industry or related experience preferred
General office practices and procedures knowledge
Investment concepts and industry regulations knowledge