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
3w
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Senior Director Client Services
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
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.
Microsoft Excel, Microsoft PowerPoint
2w
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Senior Client Services Specialist, Family Office
Carlsbad or 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; 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
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
4d
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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 California or Nevada or Utah
$115k-$150k/yr FieldFull Time
5+ YOE5+ MgmtBA/BS required (MBA preferred); 5+ years managing teams in client management/customer service; strong presentation, time-management, Microsoft Office, problem solving, root cause analysis, and cross-functional collaboration skills.
Microsoft Office
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 Relationship Manager
Logan, Utah, United States
$19-$23/hr HybridFull Time
Ability to explain complex ideas clearly; prioritize urgent work; independently analyze and resolve issues; build client relationships.
Microsoft Excel, Microsoft Word, Google Services, Conservice software
2d
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Manager, Client Care Operations
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/yr RemoteFull Time
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%.
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.
1w
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Client Success Manager
California or Idaho or Wyoming or West Virginia or Wisconsin or Washington or Virginia or Utah or Texas or Tennessee or South Dakota or South Carolina or Pennsylvania or Oregon or Oklahoma or Ohio or New York or Nevada or New Mexico or New Jersey or New Hampshire or Nebraska or North Carolina or Mississippi or Missouri or Minnesota or Michigan or Maine or Maryland or Massachusetts or Louisiana or Kentucky or Kansas or Indiana or Illinois or Iowa or Georgia or Florida or Delaware or District of Columbia or Arizona or Arkansas or Alabama or Nashville or Atlanta or Sioux Falls or Machesney Park
RemoteFull Time
N/A
1mo
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Jr Client Success Manager
Logan, Utah, United States
$50k-$60k/yr OnsiteFull Time
1+ YOE1–3 years customer-facing experience, strong written and verbal communication, ability to own projects end-to-end, comfortable on calls with operators and executives, experience with PestPac/FieldRoutes or B2B SaaS is a plus.
PestPac, FieldRoutes, Loom, Slack, Sellify platform
3d
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Senior Client Service Analyst
United States or Utah or Colorado or Michigan or Jenkintown
$47k-$72k/yr RemoteFull Time
2+ YOE2+ years client services/sales/consulting and revenue cycle management experience; experience working with data, KPIs, and Microsoft Excel; strong communication and client-facing skills.
Microsoft Excel
3w
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Remote Account Manager – Client Services & Project Management/Implementation
Arizona or Utah or Idaho or Texas or New Mexico
$20/hr RemoteFull Time
Prior office or computer-based experience; comfortable working on a computer most of the day; strong organization, time management, problem-solving; experience managing long-term projects or high-volume work; reliable internet and quiet home workspace.
Google Drive, Microsoft Office
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