2mo
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Client Relationship Manager
Logan, Utah, United States
$19-$23/hr HybridFull Time
Ability to explain complex ideas clearly; prioritize urgent work; independently analyze and resolve issues; build client relationships.
Microsoft Excel, Microsoft Word, Google Services, Conservice software
1w
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
4d
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Manager of Client Relationship Management
Lindon, Utah, United States
$100k-$110k/yr HybridFull Time
5+ YOE3+ Mgmt3+ years customer-facing leadership,5+ years retirement industry experience,QKA or QKS (or begin within 30 days),team leadership,client escalation resolution,and strong data and organizational skills.
3mo
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Lido Advisors, LLC - Associate, Client Relationship Manager
Salt Lake City, Utah, United States
$65k-$75k/yr HybridFull Time
1+ YOEMinimum 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.
Excel, Word, Outlook, Salesforce, PowerPoint
2mo
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Private Wealth Management Client Relationship Analyst
Salt Lake City, Utah, United States
OnsiteFull Time
High school diploma required; college degree preferred. Willingness to obtain Series licenses. Detail-oriented with client service, Microsoft Office and Addepar experience; industry experience is a plus.
Addepar, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Manager
Salt Lake City or Reno
$150k-$190k/yr RemoteFull Time
Business development/sales experience in the power/energy industry, strong knowledge of electrical power systems, client relationship skills, proposal/contract management, market research, and strategic planning.
1d
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Manager Client Project Management
Pittsburgh or Maryland or Washington or North Carolina or Louisiana or Kentucky or Kansas or Indiana or Illinois or Georgia or Iowa or Florida or Colorado or California or Delaware or Connecticut or Arkansas or Arizona or Alabama or Alaska or Nevada or Vermont or Tennessee or Idaho or Oklahoma or Hawaii or Mississippi or Utah or New Hampshire or New Mexico or Wyoming or North Dakota or South Dakota or Rhode Island or West Virginia or Montana or Texas or District of Columbia or Ohio or New Jersey or Oregon or South Carolina or Missouri or Virginia or Massachusetts or Nebraska or Minnesota or Michigan or Wisconsin or New York or Maine
OnsiteFull Time
7+ YOE7 years project delivery and client relationship experience; bachelor\u0002s degree in healthcare/business/IT or equivalent; strong project, financial, stakeholder management; PMP preferred.
5d
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Client Manager
Midvale, Utah, United States
HybridFull Time
3+ YOEBachelor's degree with 3+ years client service/claims experience or HS/GED with 8+ years; Producer's License; proficiency with Microsoft Office; ability to travel up to 25%; strong communication and client relationship skills.
Microsoft Office
1mo
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Relationship Manager- Core Market
Chicago or Austin or Dallas or Houston or Irvine or Los Angeles or Phoenix or Portland or Salt Lake City or San Diego or San Francisco or San Ramon or United States
$100k-$250k/yr RemoteFull Time
5+ YOE5+ years retirement-industry client-facing experience, strong relationship management, ERISA/IRS knowledge, FINRA S6 & S63 and Life & Health licenses required within hire windows, travel up to 30%.
1mo
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Processor Relationship Manager I
Salt Lake City or Oklahoma City or Sioux Falls or Tulsa
OnsiteFull Time
Stride Bank: Provides commercial banking and fintech payment infrastructure.
1+ YOEBachelor's in Business/Finance required; 1-3 years client relationship experience in payments/fintech; experience with large clients; strong communication, analytical skills, and proficiency with project management and CRM tools.
Smartsheet, JIRA, FreshService
1mo
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Client Success Manager
St. Petersburg or Denver or Salt Lake City or Ramsey
$60k/yr RemoteFull Time
Requires on-site multifamily/property management experience, knowledge of maintenance operations, client-facing relationship skills, onboarding/training experience, strong communication, and ability to manage multiple clients (background check required).
AppWork, SaaS tools, CRM, ticketing systems
2w
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Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yr OnsiteFull Time
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
ServiceNow, CRM/OneView
2mo
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HOA Relationship Development Manager
San Diego or Las Vegas or Greenwood Village or South Jordan or Los Angeles or Dallas or Irvine or Phoenix
$90k-$175k/yr OnsiteFull Time
5+ YOE5+ years business development or sales in financial services or property management; bachelor's degree; strong client relationships; CRM proficiency; negotiates terms; compliance awareness.
3w
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Client Success Manager
United States or Spain or Arizona or Arkansas or California or Connecticut or Florida or Georgia or Idaho or Illinois or Maine or Massachusetts or Michigan or Missouri or Nevada or New Hampshire or New Jersey or New York or North Carolina or Ohio or Oregon or Pennsylvania or Rhode Island or South Carolina or Tennessee or Texas or Utah or Vermont or Virginia or Washington or Wisconsin
RemoteFull Time
2+ YOE2+ years client success/account management experience, SaaS experience, CRM and web tool proficiency, strong project management, communication, and relationship-building skills; remote work during Eastern Time business hours.
1d
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Commercial Relationship Manager - Logan Pioneer
Logan, Utah, United States
OnsiteFull Time
1+ YOE1–2 years credit-associated lending or 3+ years related experience; Bachelors in banking/finance or related (or equivalent experience); knowledge of commercial loans, credit analysis, lending, sales, and client relationship management.
2w
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Client Manager - Commercial Lines
Lindon, Utah, United States
HybridFull Time
1+ YOEMaintain client relationships, manage new and renewal commercial accounts, prepare underwriting submissions, and use AMS360. Active state P&C and/or L&H insurance license required; 1–2 years insurance or customer service experience preferred.
AMS360
2mo
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Private Wealth Management Client Relationship Analyst
Salt Lake City, Utah, United States
OnsiteFull Time
High School Diploma; college degree preferred; willingness to obtain Series 7/66 or Series 63/65; strong MS Office; client service focus; ability to multi-task.
Microsoft Office, Addepar
2mo
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Client Solutions Manager, Technology
Thanksgiving Point, Utah, United States
HybridFull Time
2+ YOEBachelor’s degree preferred; 2+ years B2B development or IT experience preferred; strong client relationships and closing skills; multitask in fast-paced environment.
2w
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Client Representative
Utah, United States
$185k/yr RemoteFull Time
Managing client relationships and job orders, identifying business opportunities, negotiating contracts, collaborating with recruiters, maintaining CRM data; must be legally eligible to work in the U.S.
CRM systems
3w
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Agency Client Partner - Reddit
Ogden, Utah, United States
HybridFull Time
Proven B2B sales track record, strong client relationship and communication skills, time management, familiarity with sales tools and CRM, ability to meet/exceed targets.
CRM, Reddit
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