Member Service Associate - (Salt Lake City, UT)
Please reference the schedule and min requirements listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-###-#### and every reasonable effort will be made to accommodate your needs in a timely manner. Job Summary Support the Wealth Advisors and customer service efforts within the Wealth Management team and branches. Position description SCHEDULE Full time LOCATION 735 S State Street Salt Lake City, UT 84111 To be effective, an individual must be able to perform each job duty successfully. Provides back office and operational support to Wealth Advisors Provides frontline customer service to members via telephone/email Schedules member appointments to meet with wealth advisors (mostly in-bound calls) Processes advisor paperwork which may include preparing, receiving, sending, emailing, scanning
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From Jobs2Careers - 1 month ago