- Zions Bancorporation (Salt Lake City, UT)
- … client relationships. + Responsible for assisting with the administration of wealth management client accounts across multiple platforms through ... the talent; we bring the opportunity. Role Summary The Client Account Service Associate (CASA) plays a... client -facing financial services role preferred; knowledge of wealth management operations is a plus. Values… more
- Deloitte (Salt Lake City, UT)
- …to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2026 What You'll Do As ... a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Wells Fargo (Salt Lake City, UT)
- …standards, procedures, and regulations **Required Qualifications:** + 6+ months of Client Management Enablement experience, or equivalent demonstrated through ... to join our Wells Fargo Advisors (WFA) team within Wealth and Investment Management (WIM). The primary...determine the most suitable WFA solution to meet the client 's needs and objectives while delivering exceptional customer service.… more
- Wells Fargo (Salt Lake City, UT)
- …issues and achieve goals + Build expertise in operational processes including client account onboarding, cash payments, customer service, funding operations, ... a Securities Operations Associate in Business Operations as part of Wealth and Investment Management (WIM). Learn more about the career areas and lines of… more