Top 51 client services associate Jobs in sandy ut

Client Service Excellence Representative - RS
Vanguard —Salt Lake City, UT
- $52,000 - $67,500 a year
- Mid-level
- 3 years
- High school diploma or GED
Client Service Excellence Representative (FINRA Licensed)
Vanguard —Salt Lake City, UT
- $70,500 - $81,500 a year
- Mid-level
- 3 years
- Associate's degree
Sales Customer Representative
Salt Peak Strategies —West Valley City, UT
- $850 - $1,400 a week
- Full-time
- Background check
- Residential
- In-person
Quick Apply
2d
Tax Associate (Wealth Management Clients)
Capita Financial Network —Draper, UT
- Full-time
- Background check
- CPA
- Office
- Health savings account
- AD&D insurance
Quick Apply
Wealth Management Client Account Services Associate - Salt Lake City
Zions Bancorporation —Salt Lake City, UT
- Sales
- Mid-level
- Office
- Profit sharing
- Paid training
Client Services Associate (Bilingual)
KP LLC —Riverton, UT
- $22 - $24 an hour
- Spanish
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Client Service Representative
VCA Animal Hospitals —Cottonwood Heights, UT
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Operations & Client Services Coordinator
Cross & Associates Payroll —Sandy, UT
- $18 - $22 an hour
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Client Beneficiary Services Associate
Morgan Stanley —Sandy, UT
- Full-time
- Research
- Mid-level
- Office
Client Specialist Key,Fashion Plaza
Talbots —Murray, UT
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Client Success Manager, Associate
Morgan Stanley —Sandy, UT
- Full-time
- Word processing
- English
- Research
- Employee stock purchase plan
Client Service Associate, Shared Support Team
Edelman Financial Engines —Salt Lake City, UT
- $54,000 - $72,000 a year
- Mid-level
- Office
- Bachelor's degree
Quick Apply
2d
Client Service Associate
Three Seasons Wealth —Salt Lake City, UT
- $60,000 - $80,000 a year
- Full-time
- Background check
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Client Relationship and Membership Sales Specialist – StretchLab
StretchLab —Salt Lake City, UT
- $15 an hour
- Part-time
- Computer literacy
- English
- Travel
- Employee discount
- Flexible schedule
Quick Apply
8d
Part Time Seasonal Client Associate - Fashion Place
Travis Mathew —Murray, UT
- Part-time
- Cash register
- Communication skills
- Entry level
Client Experience Coordinator
Acquisition.com —Salt Lake City, UT
- $55,000 - $70,000 a year
- Full-time
- Remote
- Mid-level
- Travel
- Communication skills
- Health savings account
- Paid holidays
Client Success Manager, AVP
Morgan Stanley —Sandy, UT
- Full-time
- Word processing
- English
- Finance
Registered Client Service Associate
Morgan Stanley —Salt Lake City, UT
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Registered Client Service Associate
Ameriprise Financial —Midvale, UT
- Full-time
- Research
- Mid-level
- Office
1d
Client Service Associate
Rho —Salt Lake City, UT
- $58,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree

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Client Service Excellence Representative - RS

Vanguard -
Salt Lake City, UT

Apply Now

Job Details

$52,000 - $67,500 a year

Qualifications

Series 7
Securities Industry Essentials
Series 63

Full Job Description

Are you ready to help us redefine what exceptional client service looks like? Join our team of “crew” as a Client Service Excellence Center associate!

About this Job:

At Vanguard, we have a client-first mentality that we realize every day through our mission, “to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.” Our Client Service Excellence Center associates fulfill our mission by helping our clients through life's biggest moments – from buying their first home to preparing for retirement. In this role, you will connect with clients via inbound phone calls to assist with their account-related needs.

If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Service Excellence Center associate!

At Vanguard, we believe in supporting our “crew” personally through all life stages. Our benefits package was designed with you in mind, including benefits centered around financial and career stability, longevity, and balance. Total potential compensation range for your first full year in this role is $60,500 - 67,500 ($52,000 -$58,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses) plus up to a $15,000 bonus upon obtaining the required licensing. We also believe in recognizing your commitment to excellence. To celebrate your dedication, we offer milestone rewards in this role:

$10,000 at your 3-year anniversary
$20,000 at your 5-year anniversary
$20,000 every 5 years thereafter

Work Model: This role will be fully remote. Although this position is designated as fully remote, it is a condition of the role that you perform all of your work duties from within the state of Utah.

Licensing Requirement: The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date. Vanguard will provide training resources and a voucher to cover the exam cost.

Responsibilities:

We are here to simplify the world of investing, meet our clients where they are, and ensure they feel supported when they call in to Vanguard. As a Client Service Excellence Representative, you will:

Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and resolving issues.
Lead with empathy and an owner’s mindset to solve problems, help uncover client needs, and provide timely and accurate solutions to clients.
Collaborate with internal departments through various strategic initiatives to continuously improve the client and “crew” experience.

What it takes:

You don't have to be a financial expert to be an advocate for our clients! This role at its core has one main goal: to create and maintain exceptional client experiences. We welcome, and encourage, individuals from all backgrounds — the most important things you need are a passion for helping others, strong client service experience, and a desire to continuously grow your expertise. We have seen most success from individuals with:

3+ years of customer-facing and/or in-bound phone experience, demonstrated by strong interpersonal and client relationship management (CRM) skills.
A strong sense of ownership for client outcomes—taking initiative and accountability, anticipating needs, and ensuring every interaction instills trust.
A learner's attitude and an appetite to continuously build your knowledge.
High school, associate degree, or bachelor's degree.
This job requires a Series 7 and 63 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
A desire for stability and takes pride in building a long-term career in client service.

Special Factors:

Please note new hires may need to be full jurisdiction registered in all US states and territories.

Vanguard is not offering visa sponsorship for this position.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Apply Now

Refine Your Search

client services associate jobs in sandy ut

Client Service Excellence Representative - RS

Client Service Excellence Representative (FINRA Licensed)

Sales Customer Representative

Tax Associate (Wealth Management Clients)

Wealth Management Client Account Services Associate - Salt Lake City

Client Services Associate (Bilingual)

Client Service Representative

Operations & Client Services Coordinator

Client Beneficiary Services Associate

Client Specialist Key,Fashion Plaza

Client Success Manager, Associate

Client Service Associate, Shared Support Team

Client Service Associate

Client Relationship and Membership Sales Specialist – StretchLab

Part Time Seasonal Client Associate - Fashion Place

Client Experience Coordinator

Client Success Manager, AVP

Registered Client Service Associate

Registered Client Service Associate

Client Service Associate

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