6 client onboarding specialist jobs at 5 companies in Utah
5d
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Client Onboarding Specialist
Draper, Utah, United States
OnsiteFull Time
High school diploma or equivalent required; associate or bachelor's degree preferred. Customer service experience preferred, with Microsoft Office, communication, organization, problem-solving, and time management skills.
Microsoft Windows, Microsoft Office Suite
1mo
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Retirement Plan Operations Onboarding Specialist
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred.
Microsoft Office, CRM
2d
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Client Experience & Onboarding Specialist
Midvale, Utah, United States
OnsiteFull Time
High school diploma or equivalent; strong customer service, communication, organizational, and detail skills; discretion with confidential information; proficiency in basic office software.
1mo
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Retirement Plan Operations Onboarding Specialist
Lansdale or Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Strong attention to detail, client communication, documentation review, Microsoft Office proficiency, ability to manage multiple priorities, discretion with sensitive data; experience in financial services or retirement plan onboarding preferred.
Microsoft Office
5d
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Sr. Onboarding Specialist - SaaS (Remote)
Oak Brook or Alabama or Arizona or Florida or Georgia or Iowa or Illinois or Indiana or Michigan or Minnesota or Missouri or North Carolina or Nebraska or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or West Virginia
$80k-$100k/yr RemoteFull Time
5+ YOERequires 5 years of client service or relationship management experience, strong communication and problem-solving skills, Microsoft Office proficiency, and Consumer Directed Health Benefits experience. College degree preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook
1w
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Platform Integration Specialist - Onboarding PM
Omaha or Lehi or Philadelphia or Cincinnati or Kentucky
$31-$46/hr HybridFull Time
6+ YOEBachelor's degree and 6+ years in onboarding, platform integration, or technical operations. Requires API, data integration, workflow optimization, project management, client escalation, and team leadership expertise.
API, AI, automation tools, Cloud Platform, Database Management, Middleware, Software Development