2mo
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Client Services Manager
Sandy, Utah, United States
HybridFull Time
10+ YOE5+ Mgmt10+ years employee benefits insurance experience; 5+ years supervisory; Life & Health license or ability to obtain within 6 months.
BenefitPoint, Monday.com, Zywave, Employee Navigator, Plansight
2mo
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Manager, Client Success
Sandy, Utah, United States
OnsiteFull Time
Leads Client Success team; manages recruitment, performance, and client satisfaction; requires leadership, communication, and customer service expertise.
3w
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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
3w
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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
3d
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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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Manager, Client Success
Sandy, Utah, United States
OnsiteFull Time
Experience managing a team, strong client relationship and escalation management, excellent communication and problem-solving, high school diploma required; bachelor’s preferred; CEP preferred; experience in financial/technology/equity compensation is an asset.
3w
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Senior Client Manager
Midvale, Utah, United States
HybridFull Time
5+ YOE1+ MgmtBachelor's +5 years client service/claims experience or HS/GED +10 years, 1+ year supervisory experience, appropriate licensing as required, strong communication, financial acumen, and technology proficiency; insurance experience preferred.
1mo
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Director of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Sacramento or Reno or Salt Lake City
$115k-$150k/yr FieldFull Time
5+ YOE5+ MgmtBA/BS required; 5+ years managing client/account teams; experience in client management or healthcare preferred; advanced Microsoft Office, presentation, and problem-solving skills; ability to travel frequently within territory.
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
1mo
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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.
1mo
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Client Success Manager - Key & Strategic
New York City or Salt Lake City or London or Edinburgh or Pune or Dubai or Geneva or São Paulo or United States
$69k-$107k/yr RemoteFull Time
8+ YOE8+ years client-facing experience (or 5+ with MBA); Bachelor's degree or equivalent; strong client relationship, communication, cross-functional collaboration, problem solving, and data-driven decision skills; US work authorization required.
1mo
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Client Service Executive
Columbus or Carson City or Concord or Lincoln or Bismarck or Raleigh or Jackson or Jefferson City or Saint Paul or Augusta or Annapolis or Baton Rouge or Frankfort or Topeka or Indianapolis or Springfield or Boise or Des Moines or Atlanta or Tallahassee or Dover or Phoenix or Little Rock or Montgomery or Charleston or Madison or Richmond or Salt Lake City or Austin or Nashville or Pierre or Columbia or Harrisburg or Oklahoma City
$83k-$118k/yr OnsiteFull Time
5+ YOEBachelor's degree required; 3+ years in auto finance or related and 5+ years directly servicing clients. Requires strong relationship management, strategic thinking, cross-functional coordination, process improvement, and willingness to travel (<25%).
1w
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Client Navigator
Salt Lake City, Utah, United States
OnsiteFull Time
1+ YOE1+ year admissions, behavioral health, case management, or customer-service experience; strong communication and de-escalation; proficiency with Zendesk, Monday.com, BestNotes, Microsoft Office/Google Workspace; valid driver’s license and reliable transportation.
Zendesk, Monday.com, BestNotes, Microsoft Office, Google Workspace
1mo
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Business Manager, Asset Services
Salt Lake City, Utah, United States
OnsiteFull Time
Lead North American asset services strategy, manage client relationships, deliver financial and operational performance, ensure safety and compliance, and build high-performing teams; bachelor’s preferred or equivalent experience; valid US work authorization and driver\u0002s license required.
Microsoft Office Suite, Oracle HCM, Dispatch, SAP, Salesforce, JDE
2mo
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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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Senior Wealth Management Client Account Services Associate - SLC in Salt Lake City, Utah, United States
Salt Lake City, Utah, United States
OnsiteFull Time
4+ YOE4+ years financial services/wealth management operations or client service experience; HS diploma; degree preferred; Series 7/66 preferred; licenses preferred.
Salesforce Financial Services Cloud, data analytics, workflow systems, Copilot
1mo
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Director, Client Partnership
Atlanta or Boston or Chicago or Denver or Los Angeles or New York City or Salt Lake City or San Diego or Toronto or Vancouver or New York or California or Illinois or United States or Canada
$96k-$138k/yr RemoteFull Time
8+ YOE2+ Mgmt8+ years client services/account management experience with 2+ years at Director level; proven team leadership, revenue forecasting, SOW pricing/negotiation, portfolio profitability, and experience with digital transformation and organic social strategies.
E-Verify
1mo
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Case Manager | Adult Services
Salt Lake City, Utah, United States
$18/hr OnsiteFull Time
0+ YOEProvide psychosocial rehabilitative services, support clients with individualized care plans, document services, meet productivity standards, distribute medications, and transport clients as needed. Requires case manager certification, CPR, and Valley de-escalation certification.
2w
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Client Service Representative
Park City, Utah, United States
$17-$19/hr OnsiteFull Time
Provide frontline customer service for a veterinary clinic: greet visitors, answer phones, schedule appointments, process payments, manage medical records, perform outreach calls, and assist with basic hospital maintenance.
1mo
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Wealth Management Client Associate
Provo, Utah, United States
OnsiteFull Time
Provides client service support to Financial Advisors; high school diploma/GED required; client-centric, self-starter; ability to learn new technology platforms; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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