1mo
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Client Service Manager
American Fork, Utah, United States
OnsiteFull Time
2+ YOEAssociate's or Bachelor's degree, 2+ years client service experience in wealth management, FINRA S6/S7 and S63/S65/66 preferred, experience with Fidelity/Schwab platforms, proficiency in Outlook/Word/Excel and Salesforce.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion, Fidelity, Schwab
1d
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Commercial Lines Client Service Manager
Midvale, Utah, United States
HybridFull Time
5+ YOEActive Property and Casualty producer license, 5+ years client service management (or 8+ with HS), EPIC and Microsoft Office proficiency, strong middle-market insurance experience, client relationship and mentoring skills.
EPIC, Microsoft Office
2mo
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Senior Client Service Manager, Client Experience
Palo Alto or New York or San Francisco or San Diego or Century City or Los Angeles or Boulder or Seattle or Salt Lake City or Washington, D.C. or Boston or Austin
$163k-$221k/yr OnsiteFull Time
7+ YOE7+ years in client experience or professional services; leadership of CX programs; bachelor’s degree; JD/MBA/PMP preferred; strong data analysis and CRM skills.
CRM, Data analysis tools
1w
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Client Service Manager II
Salt Lake City, Utah, United States
OnsiteFull Time
3+ YOE3-5 years supporting customers in B2B SaaS, strong verbal and written communication, organization, tech-savvy; familiarity with Zendesk or HubSpot Service Hub helpful.
Zendesk, HubSpot Service Hub
3w
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Client Service Coordinator
Sandy, Utah, United States
HybridFull Time
1+ YOEProvide client service and administrative support for wealth management advisors; strong organization, Microsoft Office proficiency, 1+ years relevant experience, attention to compliance and client confidentiality.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM, Salesforce, Redtail, Orion, Tamarac
4d
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Client Service Representative
Cottonwood Heights, Utah, United States
OnsiteFull Time
Providing front-desk customer service, scheduling and confirming appointments, processing payments, managing medical records, educating clients, and performing light facility maintenance.
1w
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Client Success Manager
Salt Lake City or United States
$50k-$91k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent; 2+ years in account management/client success/customer service; strong communication, people leadership, Excel proficiency, SaaS and client-facing experience.
Microsoft Excel, Atlassian Suite (Jira Service Desk/Confluence), OneView
4w
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Client Service Associate
Sandy, Utah, United States
OnsiteFull Time
1+ YOE1-5 years customer service experience, associate degree preferred, strong communication and analytical skills, proficiency with Salesforce, Zendesk, Excel and Word, ability to manage multiple tasks and meet SLAs.
Salesforce.com, Zendesk, Shareworks, Equity Edge Online, Microsoft Excel, Microsoft Word
2d
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Client Solutions & Onboarding Manager
South Salt Lake, Utah, United States
OnsiteFull Time
5+ YOE5+ MgmtBachelor's or equivalent;5+ years leadership in managed services or IT operations;experience with client onboarding, implementation, and service transition;strong communication and problem-solving;preferred ITIL,PMP,Agile,cloud,cybersecurity,networking knowledge.
Microsoft technologies
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
2d
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Client Success Manager
Salt Lake City, Utah, United States
HybridFull Time
3+ YOEBachelor's degree, 3 years client success experience (SaaS preferred), strong communication, project management, problem solving, ability to multitask, and willingness to travel for client reviews.
Culture Cloud
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
1w
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Client Success Manager
Salt Lake City, Utah, United States
$80k-$104k/yr HybridFull Time
Nexus IT: A managed IT, cybersecurity and cloud services provider focused on people, relationships, and results.
5+ YOE5+ years in IT account management or client success; familiarity with M365 administration, cybersecurity practices, IT strategy; strong communication and project management skills; business/delivery credentials preferred.
M365, CRM, ticketing systems, data analysis tools
1mo
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Registered Client Service Associate
Midvale, Utah, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent; 3-5 years client service experience; Series 7 or ability within 150 days; state securities registrations; strong analytical and communication skills; ability to manage multiple priorities.
Microsoft Office, CRM, Financial planning software
3d
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Client Service Analyst
Salt Lake City, Utah, United States
$42k-$78k/yr OnsiteFull Time
3+ YOE3+ years relevant experience, post-secondary degree or equivalent, knowledge of financial planning/wealth management, strong communication, collaboration, analytical and influence skills.
1w
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Client Support Manager
Lehi, Utah, United States
$77k-$116k/yr HybridFull Time
3+ YOE1+ Mgmt3+ years in client service/operations or technology roles, 1+ year people leadership, high school required (BA preferred), strong communication, analytical skills, and proficiency with Salesforce, Playvox, Workday, Microsoft Office, and WFM.
Microsoft Office, Salesforce, Playvox, Workday, WFM
1w
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Client Service Account Manager - Healthcare Payments - Vice President
Monument or Kingman or Apple Valley or Orem or Brush Prairie or Arizona or California or Utah or Washington
$91k-$171k/yr RemoteFull Time
5+ YOE5+ years revenue-generating experience and 5+ years in healthcare/health-tech/merchant services; strong relationship-building, analytical, presentation, and problem-solving skills; travel ~25%; bachelor’s preferred; knowledge of healthcare payment and patient accounting systems.
InstaMed, EHR
2mo
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Client Support Manager - Associate
Salt Lake City, Utah, United States
$65k-$80k/yr HybridFull Time
2+ YOE2-5 years client success experience; fund formation knowledge; APIs/SFTP familiarity; strong communication with executives; startup environment adaptability.
1w
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Manager, Client Partnership - Media - Remote US
Atlanta or Boston or Chicago or Denver or Los Angeles or New York or Salt Lake City or San Diego
$80k-$115k/yr RemoteFull Time
3+ YOE3+ years agency client service experience supporting large media accounts; experience with paid search/paid social/programmatic, campaign execution, budget management, and strong communication and problem-solving skills.
3d
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Regional Client Care Manager
Las Vegas or Salt Lake City
FieldFull Time
5+ YOE5+ MgmtBachelor's degree or equivalent, 5+ years building and leading volunteer teams, intermediate Microsoft Office, ability to deploy for disasters and work nights/weekends, able to lift up to 30 lbs.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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