
Investor Services & Onboarding Analyst - Hybrid
PrincePerelson & Associates, Salt Lake City, UT, United States
A growing financial services organization is seeking an Investment Client Services Analyst in Salt Lake City, UT. The role involves managing client inquiries, guiding clients through investment processes, and collaborating across teams. Ideal candidates will have 2–5 years in financial services, excellent communication abilities, and proficiency in Microsoft Excel and PowerPoint. This position offers a hybrid work schedule and strong growth potential in the firm.
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