- Wells Fargo (Holladay, UT)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes, scheduling and… more
- Raymond James Financial, Inc. (Cottonwood Heights, UT)
- …and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented ... and branch office. + Onboards new clients, opens new client accounts and researches client and security...clients, opens new client accounts and researches client and security information using internal databases and other… more
- Edward Jones (Sandy, UT)
- …to serve clients and contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate trust and help them stay ... of the way, providing:** + Paid training - Get registered and licensed and learn how to be a...processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory… more