About this role
Lido Advisors, LLC - Associate, Client Relationship Manager at Lido Advisors, LLC. Location: Salt Lake City, Utah, United States. Role: Onboard clients, Liaise with partners, Prepare reports Requirements: Minimum 1 year in client support/financial services; Series 65 or 66 required or to be attained; strong communication; Excel/Word/Outlook/Salesforce; team player; able to work under pressure. Category: Finance and Accounting Seniority: Entry Level Tools: Excel, Word, Outlook, Salesforce, PowerPoint Certifications: series 65, series 66 Commitment: Full Time Workplace: Hybrid Languages: English