Client Services Associate Salaries in Orem, UT

Analyze customer service needs and respond in real time to inbound calls and online cases, resolving software and billing inquiries with a focus on first-call…

1-5 years of customer service experience with primary responsibility of answering and resolving customer inquiries.

Provide general administrative duties such as answering the advisors’ phone, processing expense management reports, preparing routine client correspondence,…

Monitors available cash awaiting investment, including running weekly cash and cash equivalent reports and contacting clients with investment opportunities to…

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…

Bachelor’s degree in finance, business, or a related field is preferred but not required. Strong computer and technical skills.

$45,000 - $50,000 a year