24 client services administrator jobs at 18 companies in Utah
1mo
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Senior Client Services Specialist, Family Office
California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service or operations experience in wealth management supporting HNW/UHNW clients; experience with RIA custodians (Charles Schwab), account administration, alternative investment operations, CRM/portfolio systems, and Microsoft Office; strong communication and organization.
Charles Schwab Advisor Center, CRM, Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe
6d
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Office Administrator
Lehi or Orem
$17/hr OnsitePart Time
Strong organization, professional client service, independent work, sound judgment, confidentiality, and comfort managing varied administrative tasks; office or front-desk experience preferred.
1mo
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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
19h
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Client Success Specialist, Retirement Services - Remote
Salt Lake City, Utah, United States
RemoteFull Time
3+ YOERequires 3+ years in financial services, IRA administration, or wealth management support; Microsoft Office, CRM platforms, strong communication, organization, analysis, and permanent US work authorization. Bachelor's preferred.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft Word, CRM
4w
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IRA Administrator
Salt Lake City, Utah, United States
OnsiteFull Time
2+ YOE2 years IRA administration or related experience; proficiency with Microsoft Word, Excel, Outlook; strong client service, communication, attention to detail, and organizational skills; ability to pursue SDIP certification.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1w
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Branch Office Administrator - South Jordan, UT
South Jordan, Utah, United States
OnsiteFull Time
Provides administrative support to financial advisors; strong client service, attention to detail, analytical thinking, digital tool use (MoneyGuide, Salesforce, Microsoft Office), and teamwork; 6-month training provided.
MoneyGuide, Salesforce, Microsoft Office
3w
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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
4d
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Client Experience Operations Manager
United States or Chicago or Austin or Tampa or Philadelphia or Salt Lake City or Providence or Atlanta or Raleigh or Nashville or Columbus or Phoenix
RemoteFull Time
Salesforce Service Cloud administration and certification, Zoom Contact Center or similar CCaaS experience, service data model knowledge, AI service applications, integrations, documentation, and cross-functional collaboration skills.
Salesforce Service Cloud, Zoom Contact Center, AI, CRM, CCaaS
3w
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Office Specialist I | Adult Services
Salt Lake City, Utah, United States
$16/hr OnsiteFull Time
Performs administrative and clinical tasks including client check-in, updating EMR records, verifying funding, coordinating appointments, processing payments, and documenting services; CPR and de-escalation certification required.
1w
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Event Coordinator/Concierge
Park City, Utah, United States
OnsiteFull Time
Provide administrative and on-site client support for hotel events, manage BEOs and logistics, strong communication, organization, and customer-service skills; occasional evenings and weekends.
e-Sertifi
1mo
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Scheduling Support Specialist PT
Murray or Salt Lake City
$21-$24/hr OnsitePart Time
Coordinate interpreter scheduling using calendaring systems, handle last-minute requests, communicate with clients and interpreters across channels, provide exceptional customer service, work in-office in Murray, UT, and be available Sundays and occasional weekends/holidays.
1w
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Front Desk Receptionist
Lehi, Utah, United States
OnsitePart Time, Full Time
Front-desk administrative support, phone/email/text communication, client onboarding, calendar management, insurance verification, billing basics, strong customer service and multitasking skills.
SimplePractice
1w
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Event Coordinator/Concierge
Park City, Utah, United States
OnsiteFull Time
Providing on-site client service and administrative support for events, managing BEOs and event logistics, strong organization, attention to detail, and oral/written communication; occasional evenings and weekends.
e-Sertifi
2w
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Account Manager
South Jordan, Utah, United States
$57k-$80k/yr OnsiteFull Time
4+ YOE3+ years client service or industry experience, knowledge of benefits administration and carriers, strong Excel/PowerPoint and communication skills, ability to obtain required licenses.
Microsoft Excel, Microsoft PowerPoint, NFP portal
1w
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Experienced Veterinary Technician
Cottonwood Heights, Utah, United States
$20-$26/hr OnsiteFull Time
Credentialed or experienced vet tech preferred with clinical skills in anesthesia, surgery assistance, dentistry, venipuncture, radiography, medication administration, lab diagnostics, and client communication.
2d
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Commercial Insurance Account Manager - Transportation
Florida or Washington, D.C. or Tennessee or Pennsylvania or Wisconsin or Virginia or North Carolina or West Virginia or South Dakota or Rhode Island or Oklahoma or New Hampshire or Maryland or Maine or Louisiana or Delaware or South Carolina or Ohio or New Mexico or Vermont or Nebraska or Montana or Kansas or Indiana or Idaho or Colorado or Arkansas or Oregon or North Dakota or Wyoming or New Jersey or Missouri or Minnesota or Iowa or Illinois or Georgia or California or Arizona or New York or Nevada or Mississippi or Michigan or Massachusetts or Kentucky or Connecticut or Alabama or Washington or Utah or Texas
$70k-$90k/yr RemoteFull Time
5+ YOERequires 5 years of commercial insurance experience, active property and casualty license, and commercial transportation or trucking experience. Strong policy administration, client service, analytical, and negotiation skills required.
Online Assessments
4w
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Retirement Plan Analyst (401k) – Remote
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah
RemoteFull Time
Experience in 401(k) plan administration and compliance, working knowledge of IRS/ERISA, strong client service and analytical skills, proficiency in Microsoft Excel/Word/Outlook; ASPPA credentials preferred.
Pension Pro, Microsoft Excel, Microsoft Word, Microsoft Outlook
2w
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Account Manager
South Jordan, Utah, United States
$57k-$80k/yr OnsiteFull Time
3+ YOE3+ years client service or industry experience; associates or BA/BS preferred; knowledge of benefits administration and Healthcare Reform; strong Excel/PowerPoint and communication skills; appropriately licensed or able to obtain licensing.
Microsoft Excel, Microsoft PowerPoint, NFP portal
2mo
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Critical Care Veterinary Doctor Coordinator
South Salt Lake, Utah, United States
OnsiteFull Time
MedVet: Provides emergency and specialty healthcare services for companion animals.
Prior veterinary experience required (emergency experience preferred). Skills include phlebotomy, IV catheter placement, patient monitoring, medication administration, medical documentation, client communication, and drug/dosage calculations.
1mo
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Direct Support Professional - Graves 9pm-9am Shift
Orem, Utah, United States
$14/hr OnsiteFull Time
Must be 18+, pass drug screening and criminal background check, able to lift over 50 lbs; duties include assisting with personal care, medication administration, documentation, meal prep, cleaning, and supporting client goals.
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