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Client Operations Lead
Salt Lake City, Utah, United States
HybridFull Time
Leavitt Group: Insurance brokerage providing commercial, personal, and employee benefit solutions.
Experience leading or coordinating operations/service/account management teams; strong organizational, SOP/process, and documentation skills; comfort with CRMs/case-management systems; strong communication and coaching; health insurance/ICHRA/ACA experience preferred; insurance licensing a plus.
Salesforce
3d
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Asset & Wealth Management – Salt Lake City – Senior Associate, Client Services - Operations - 10171556
Salt Lake City, Utah, United States
OnsiteFull Time
1+ YOEMaster's+1yr or Bachelor's+3yrs in business/finance/analytics; experience extracting investment data, financial analysis, reconciliation, ETL/automation, project delivery, and cross‑functional coordination.
Alteryx, Tableau, SQL, ETL, Microsoft Excel, Microsoft Outlook, Microsoft Office