- Zions Bancorporation (Salt Lake City, UT)
- …talent; we bring the opportunity. Zions Wealth Management is currently seeking an experienced Client Account Service Associate (CASA). The CASA manages ... and serving as administrative and operational support to Wealth Advisors. The Client Account Service Associate is also responsible for understanding… more
- WTW (Salt Lake City, UT)
- …associates including consultants, actuaries, and other client -facing associates to ensure client satisfaction. The Lead Associate must be a subject matter ... administration, ensuring service delivery meets contract requirements. + Provide detailed account plans at the conclusion of a project to ensure an effective and… more
- Qualtrics (Provo, UT)
- …Join over 5,000 people across the globe who think that's work worth doing. ** Account Services Associate (Portuguese Speaking)** **Why We Have This Role** The ... E2E ownership at critical touchpoints (eg, license renewal). The Account Services Associate role is pivotal in...able to resolve) + You help retain and expand client subscriptions, the lifeblood of the SaaS business model… more
- Raymond James Financial, Inc. (Salt Lake City, UT)
- …excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...assesses and responds to all corporate action items and client account alerts. * Prepares financial reports,… more
- Morgan Stanley (Holladay, UT)
- …diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Utah-Holladay* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...client accounts, including relaying stock positions, and providing account balances (eg, funds due and margin debit) *… more
- Wells Fargo (Salt Lake City, UT)
- …for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues + Perform ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management...Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills + Client service focus with the ability to… more
- Zurich NA (Salt Lake City, UT)
- Underwriting Account Service Manager I 119368 Zurich North America is hiring an Underwriting Account Service Manager I for our Middle Markets Complex ... training needs, delegating tasks appropriately, and motivating staff to provide outstanding client service . + Build insurance operations and underwriting skills… more
- Morgan Stanley (South Jordan, UT)
- …This is an Associate level position level position within the Client Service & Relationship Management, which is responsible for managing internal ... We're seeking someone to join our team as an Associate in the Client Onboarding Due Diligence...client relationships. We do this by engaging in client service activities, optimizing the client… more
- WTW (Salt Lake City, UT)
- …and absence management benefits for clients. Responsibilities include: + Partnering with client service team leader to deliver superior project management + ... **Description** As a Health and Benefits Associate you will contribute to a wide variety...Providing superior client service in response to day-to-day … more
- UMB Bank (Salt Lake City, UT)
- …supports the Specialty Corporate Trust team by partnering with the Relationship Managers on client support, including new account set-up, account updates, ... and interest income. We offer a niche product and service offering and our team is known around the...ensure that incoming funds are applied to the correct account . **_We're excited to talk with you if:_** +… more
- CenterWell (Salt Lake City, UT)
- …community and help us put health first** The Director of Payer Agnostic/ Client Management ensures strategic relationships with industry partners with a goal to ... Rx's into CWSP and proactively gain new profitable payer business. The Account Management Relations director manages multiple relationships with external vendors and… more
- KPMG (Salt Lake City, UT)
- …Thomson Reuters OneSource Trust Tax platform and other cutting-edge technologies for client service delivery + Communicate proactively with management regarding ... **Business Title:** Senior Associate , Estate and Administrative Trusts (Trust Tax) -...quality work with the ability to independently manage assigned account load + Applicants must be currently authorized to… more
- Salt Lake City Corporation (Salt Lake City, UT)
- Position Title: Associate City Prosecutor Job Description: We are looking for an Associate City Prosecutor to join our team. About the Position: This position ... city employees, and the general public. Ability to develop a productive " client /attorney" working relationship with the City Attorney, City Prosecutor and other City… more
- Evolent (Salt Lake City, UT)
- …+ Bachelors' Degree or equivalent work experience + 2+ or more years in client or account management leadership roles + Ability to find creative solutions ... data-driven resources to run efficient/effective meetings and work sessions with the client and all relevant Subject Matter Expert (SME)s + Possess deep subject… more
- JPMorgan Chase (Heber City, UT)
- …combined with cutting-edge financial technology and the most welcoming and friendly service , you will be front and center representing our brand and culture. ... providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of… more
- Extra Space Storage (Salt Lake City, UT)
- …is our product, helping people is our passion. Grow with us. The Associate will aid the Manager by communicating and supporting Relationship Management functions ... between Extra Space Storage and our third-party owner ( client ). Analyze and prepare deliverable's, track property performance, prepare...and Vision benefits on Day 1 + Health Savings Account (HSA) or Flexible Spending (FSA) + Company paid… more
- Sedgwick (Salt Lake City, UT)
- …to coordinate case management within company standards, industry best practices and specific client service requirements; and to manage the total claim costs ... while providing high levels of customer service . **ESSENTIAL FUNCTIONS and RESPONSIBILITIES** + Analyzes and processes complex or technically difficult liability… more
- Regions Bank (Salt Lake City, UT)
- …new accounts for customers via phone and internet channels + Provides excellent customer service and provides answers to client questions within set standards + ... products and services through the utilization of direct calls and referrals from customer service and marketing leads. **Primary Responsibilities** + Opens and funds… more
- Bank of America (Salt Lake City, UT)
- …Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + ... lobby to educate and assist with conducting transactions through self- service resources, such as mobile banking, online banking, or...on results, acting in the best interest of the client + Collaborates effectively to get things done, building… more
- Zions Bancorporation (Midvale, UT)
- …and USA PATRIOT Act requirements to daily activities. + Analyze high risk client activity for possible suspicious activity related to illegal activities such as ... the review of alerted activity. + Communicates with branches to gather further client information to decision the alert. + Writes communications necessary to close… more