255 client services jobs at 114 companies in Idaho
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Client Services Agent
Boise, Idaho, United States
$21/hrHybridFull Time
Acumen Fiscal Agent: Provides fiscal management services for self-directed home care programs.
1+ YOEProvide enrollment, education, and ongoing support to clients via phone and email; accurate manual data entry across multiple databases; customer service and client relations experience; flexible schedule including occasional weekends and holidays.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Internet, Email, PDF
Bennett Family of Companies: Providing heavy haul trucking and global supply chain logistics.
2+ YOE2-3 years customer/client services experience; proficiency with Microsoft Excel/PowerPoint, CRM software, and Teams/Slack; strong communication, problem solving, and process-improvement skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Slack, CRM Software
Alabama or Michigan or Louisiana or Nebraska or Missouri or Wisconsin or Ortigas or South Carolina or Delaware or Kentucky or Tennessee or Illinois or Virginia or Georgia or Minnesota or Iowa or Oregon or Washington or Mississippi or North Carolina or Wyoming or Arkansas or Indiana or Pennsylvania or Oklahoma or Utah or Texas or Rhode Island or Nevada or Colorado or Arizona or South Dakota or Idaho or Florida or Maryland or West Virginia or Ohio or New Mexico or New Hampshire or Kansas or Connecticut or California or Massachusetts or New Jersey or New York
RemoteFull Time
Everise: Global provider of technology-enabled customer experience and outsourcing solutions.
5+ YOE3+ Mgmt5+ years client services experience with 3+ years at Director level, BPO/outsourcing background, experience managing high-profile/regulatory accounts, financial and operational acumen, people leadership, and ability to travel as needed.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
1+ YOE1+ year related experience required, strong customer service and communication skills, ability to multi-task, basic math and computer skills, comfortable working around pets and lifting up to 50 lbs.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOE1 year related experience required; high school diploma preferred; strong customer service, communication, computer (Microsoft Office, Workday) skills; able to lift up to 50 lbs and work weekends/evenings; comfortable with pets.
Workday, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yrHybridFull Time
Aldrich: Provides accounting, tax, wealth, and business advisory services.
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing role with virtual consultations, client needs assessment, relationship building, and administrative tasks. Training and mentorship provided; no cold calling; qualified lead program.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOE1+ MgmtBachelor's degree or equivalent experience; typically 5+ years banking experience with at least 1 year managing a team; strong communication, accountability, and issue-resolution skills.
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Provide client service and operational/administrative support to Financial Advisors; strong communication, organization, and problem analysis skills; proficiency with financial planning tools and management systems.
Customer-service oriented professional to manage commercial accounts, handle service requests, update client records, perform coverage analysis, and pursue up-sell/cross-sell opportunities.
Clifton Park or Albany or Arizona or Florida or Georgia or Idaho or Illinois or Massachusetts or Maryland or Minnesota or Missouri or North Carolina or Ohio or Pennsylvania or South Carolina or Texas or Virginia or Wyoming or New York
$20-$26/hrHybridFull Time
GTM Payroll Services: Provides payroll, tax, insurance, and HR solutions for businesses and households.
4+ YOE4+ years client-facing experience supporting VIP clients; bachelor's degree or equivalent; strong communication, confidentiality, Microsoft Office, CRM and payroll/HR software proficiency.
Microsoft Office Suite, CRM tools, Payroll/HR software
New York or Nevada or Michigan or Massachusetts or Maryland or Maine or Kentucky or Kansas or Iowa or Indiana or Idaho or Georgia or Florida or Delaware or Connecticut or Colorado or California or Arkansas or Arizona or Alabama or Wyoming or West Virginia or Washington or Virginia or Tennessee or South Carolina or Pennsylvania or North Carolina or New Jersey or New Hampshire
$190k-$230k/yrRemoteFull Time
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
12+ YOEBachelor's degree required, 12+ years leadership experience in client success or related fields; experience with enterprise healthcare clients, executive relationship management, commercial acumen, and strategic account leadership.
Glacier BancorpNYSE: GBCI: Regional bank holding providing commercial and consumer banking services.
3+ YOEHigh school diploma, minimum 3 years client-focused experience (banking, retail, or professional services), strong relationship building, communication, organizational, and multi-tasking skills.
Alabama or Arkansas or Arizona or Florida or Georgia or Idaho or Indiana or Kansas or Maine or Michigan or Missouri or Mississippi or North Carolina or New Mexico or Oklahoma or Pennsylvania or South Carolina or Tennessee or Texas or Virginia or Wisconsin or West Virginia
RemoteFull Time
Knowtion Health: Revenue cycle management and medical claims recovery services.
5+ YOE5+ years in client success or account management, enterprise account experience, strong executive presence, excellent communication, analytical and problem-solving skills, Bachelor’s degree required.
Clearwater AnalyticsNYSE: CWAN: Automated investment accounting and reporting software for institutional investors.
1+ YOECoordinate client inquiries on investment accounting; deliver timely, accurate financial statements and analytics; 1+ year experience; strong Excel and communication.
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
Breezeway: Software platform for hospitality property operations and service management.
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.
United States or Idaho or Utah or Arizona or Oregon or Colorado
$55k-$70k/yrRemoteFull Time
Public Consulting Group: Provides management consulting and technology solutions to government agencies.
BA/BS or equivalent experience; client management experience preferred; strong communication, collaboration, analytical, and project management skills; proficiency in Microsoft Office; experience in Special Education preferred.
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word
Alabama or Arkansas or West Virginia or Kansas or Oregon or Oklahoma or New Hampshire or Missouri or Maine or Maryland or Iowa or New Jersey or Indiana or Utah or Mississippi or Massachusetts or Wisconsin or South Carolina or Washington or Virginia or Texas or Tennessee or Rhode Island or Pennsylvania or Ohio or New York or Nevada or New Mexico or North Carolina or Minnesota or Louisiana or Kentucky or Illinois or Idaho or Michigan or Georgia or Florida or Delaware or Connecticut or Colorado or Arizona
$80k-$90k/yrRemoteFull Time
Gateway Services: Provides pet cremation, burial, and memorial aftercare services.
5+ YOE5+ MgmtBachelor's preferred;5+ years customer service/client care leadership;multi-site leadership;strong analytical and coaching skills;ability to travel up to 25%.
MedVet: Provides emergency and specialty healthcare services for companion animals.
Provide front-desk client service in a veterinary hospital, manage records and payments, answer phones, use Microsoft Word/Excel, multitask accurately, remain composed in stressful situations; prior veterinary experience preferred.
Sunwest Bank: Entrepreneurial business bank serving businesses and entrepreneurs nationwide.
1+ YOEHigh school diploma, 1+ years banking/operations or customer service experience, strong communication, problem-solving, Microsoft Office proficiency, ability to research and resolve digital banking and deposit issues.