84 client services manager jobs at 53 companies in Payson, UT
3mo
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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.
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
1w
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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
3w
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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
3mo
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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.
1w
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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
2w
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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
20h
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Client Success Manager
South Jordan or Salt Lake City
OnsiteFull Time
5+ YOEBachelor's degree or 6+ years of related experience; 5+ years related experience, including 3+ years managing high-revenue accounts, preferably in technology. Strong communication, presentation, reporting, and data analysis skills.
Salesforce
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
2w
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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.
2w
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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.
18h
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Work From Home - Client Support Manager
Provo, Utah, United States
RemoteFull Time
Requires customer service dedication, strong communication and interpersonal skills, team leadership ability, and interest in professional growth and development.
Zoom
1mo
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Wealth Management Client Associate
Provo, Utah, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure timely and accurate client materials, promote banking solutions, and maintain operational excellence; 1+ year experience preferred; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3d
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Registered Client Service Associate
Sandy, Utah, United States
$100k-$110k/yr HybridFull Time
3+ YOERequires 3+ years in wealth management, financial services, or client service; advisor and high-net-worth client support; Series 65 or 66 registration; Microsoft Office and CRM proficiency. Bachelor's preferred.
Microsoft Office, CRM, Schwab, Fidelity, Pershing, Salesforce, Wealthbox, Orion, MoneyGuide, eMoney, DocuSign, Claude, ChatGPT, Microsoft Copilot
1w
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Project Manager (Professional Services)
Chicago or Florida or Massachusetts or Lehi or New York
$95k-$171k/yr HybridFull Time
3+ YOE3+ years client-facing project management experience, experience with Adobe marketing stack, BS/BA or equivalent, budget ownership, Agile experience, strong communication and problem-solving skills, willingness to travel up to 50%.
Experience Manager, Experience Cloud, Marketo, Analytics, Target, Commerce, Workfront, Customer Data Platform, Journey Optimizer
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
2w
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Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yr OnsiteFull Time
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
1mo
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Client Support Specialist
Provo, Utah, United States
OnsiteFull Time
2+ YOE2+ years customer service or technical support experience; ability to diagnose and troubleshoot software issues, manage time, document customer interactions, and communicate effectively.
Simplifile
1mo
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Client Support Specialist
Provo, Utah, United States
OnsiteFull Time
2+ YOE2+ years customer service or technical support experience; software troubleshooting and problem diagnosis; time management, written and oral communication, and documentation skills; ability to learn technical products (Simplifile).
Simplifile
1w
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Supervisor, Client Concierge
Lehi or Nevada or Utah
$55k-$62k/yr OnsiteFull Time
5+ YOE2+ Mgmt5+ years customer service/contact center/retail experience, 2+ years supervisory experience, proficiency with Salesforce, RingCentral, Powerfront and Google Suite, QA and analytics experience, weekend availability required.
Salesforce, RingCentral, Powerfront, Google Suite
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