20 client services specialist jobs at 16 companies in Centerville, UT
2d
Save
Mark Applied
Hide
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
2mo
Save
Mark Applied
Hide
Receptionist - Client Service Specialist
Saratoga Springs, Utah, United States
OnsiteFull Time
High school diploma/GED, computer proficiency, age 18+, front-desk experience handling appointments, client triage, and customer interactions in a clinic setting.
2mo
Save
Mark Applied
Hide
Client Experience Specialist
Salt Lake City, Utah, United States
$22/hr OnsiteFull Time
1+ YOEAssociate's degree preferred; 1-2 years telephone customer service experience; strong verbal and written communication, attention to detail, multitasking, Windows and MS Office proficiency; flexibility for overtime.
FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, RepApp, Xelerate
2mo
Save
Mark Applied
Hide
Client Operations Support Specialist
Lehi, Utah, United States
$22-$31/hr HybridFull Time
0+ YOEFrontline client support across phone/chat/case channels; hybrid work; high school diploma required; less than 1 year experience; excellent communication; prior customer service or tech support preferred.
Salesforce, Redtail, Orion Platform
1mo
Save
Mark Applied
Hide
Client Support Specialist, EMN
Jacksonville or Provo or Omaha
OnsiteFull Time
3+ YOE3+ years technical customer-facing support (or 1+ year plus Bachelor's). Requires desktop/browser troubleshooting, Microsoft Office, Windows, PC hardware, SaaS experience, network tools (Telnet/Traceroute/Ping), Splunk familiarity, CRM documentation skills, strong communication.
Microsoft Office, Windows, Windows Registry, Telnet, Traceroute, Ping, Splunk, CRM
2mo
Save
Mark Applied
Hide
Client Delivery Specialist - Associate
Salt Lake City, Utah, United States
$75k-$85k/yr HybridFull Time
3+ YOE3+ years experience in finance or wealth management, Bachelor's degree required, strong customer service, knowledge of financial instruments, experience with RIA/wealth management and custodians, Excel and PowerPoint proficiency, familiarity with wealth platforms and basic programming/database concepts.
Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, eMoney, MoneyGuidePro, Microsoft Excel, Microsoft PowerPoint, Photoshop, HTML
2w
Save
Mark Applied
Hide
Treasury Management Technical Services Specialist
Chandler or Los Angeles or Denver or Las Vegas or Houston or Midvale or Seattle
$20-$29/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent,1+ years banking/treasury or IT support experience,knowledge of treasury products,customer service,problem solving,and ability to train clients.
Treasury Internet Banking, Remote Deposit, Positive Pay, ACH, Receivables Online, E-Invoicing and Payments, Outsourced Disbursements
3mo
Save
Mark Applied
Hide
Institutional Client Specialist, Associate/AVP - Utah
Tempe or New York or South Jordan
$70k-$115k/yr OnsiteFull Time
Active Series 7 and 63 and 65 (or Series 7 and 66) required; bachelor’s preferred; 3+ years industry experience preferred; strong MS Office skills and institutional/alternative investments knowledge.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Security Specialist
Farmington or Murray or Salt Lake City
$19/hr OnsiteFull Time
High school diploma or GED, must obtain and maintain state Guard Certification and client-required certifications, professional interpersonal skills, and maintain uniform/grooming standards.
2w
Save
Mark Applied
Hide
Billing Specialist
Lehi, Utah, United States
$20-$25/hr HybridFull Time
1+ YOEClient-facing billing role handling invoicing, collections, A/R reconciliations, payment disputes, vendor bills, and billing setup. Requires Excel proficiency, customer service, attention to detail, and 1+ year billing experience.
Microsoft Excel, Gmail, Google Drive, Google Sheets, Sage Intacct
4w
Save
Mark Applied
Hide
Integration Specialist (Remote)
Lehi, Utah, United States
RemoteFull Time
3+ YOEExperience implementing integrations using REST APIs and JSON, familiarity with Postman/Swagger, SSO, Salesforce and Adobe Analytics; 3+ years professional services experience and strong client communication.
REST API, JSON, Postman, Swagger, SSO, Google Chrome development tools, JavaScript, Salesforce, Adobe Analytics, Marketo
3w
Save
Mark Applied
Hide
On-Site Specialist (Bilingual)
Layton, Utah, United States
OnsiteFull Time
Bilingual Spanish/English, customer service experience preferred, Microsoft Office proficiency, valid driver's license and dependable transportation, supervisory and coaching experience, ability to engage with clients and associates.
Microsoft Office
1mo
Save
Mark Applied
Hide
Physical Security Specialist (Onsite) - Provo, UT
Provo, Utah, United States
$17/hr OnsiteFull Time
0+ YOEMonitor live security events, assess incidents, communicate with clients, follow escalation protocols; strong communication, critical thinking, calm decision-making, attention to detail; security/dispatch/monitoring or customer service experience a plus.
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Certified Peer Support Specialist - Residential Mental Health
Salt Lake City, Utah, United States
$20/hr OnsiteFull Time
Provides peer recovery coaching in a residential mental health facility, facilitates groups, links clients to resources, documents encounters, and applies trauma-informed and motivational interviewing practices.
Microsoft Office
Explore Jobs