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28 client services specialist jobs at 21 companies in Orem, UT

1mo
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VIRTUAL CLIENT SPECIALIST
Cottonwood Heights or Midvale
$16/hr RemoteFull Time
Davinci Virtual
Davinci VirtualLondon Stock Exchange: IWG: Provides virtual business addresses, answering services, and meeting rooms.
High school diploma, 40+ WPM, strong written and verbal English, customer service experience, proficiency with Microsoft Office/Outlook/Windows, reliable high-speed internet and quiet home workspace.
Microsoft Office, Microsoft Outlook, Microsoft Windows, Internet
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1mo
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Receptionist - Client Service Specialist
Saratoga Springs, Utah, United States
OnsiteFull Time
CityVet
CityVet: Provides veterinary medical care, grooming, and boarding for pets.
High school diploma/GED, computer proficiency, age 18+, front-desk experience handling appointments, client triage, and customer interactions in a clinic setting.
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1mo
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Client Support Specialist
Provo, Utah, United States
OnsiteFull Time
Intercontinental Exchange
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage platforms.
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
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1mo
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Client Support Specialist
Provo, Utah, United States
OnsiteFull Time
Intercontinental Exchange
Intercontinental ExchangeNYSE: ICE: Operates global financial exchanges, clearing houses, and mortgage technology.
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
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2mo
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Client Experience Specialist
Salt Lake City, Utah, United States
$22/hr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Financial services and investment management firm providing advisory solutions.
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
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2mo
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Client Operations Support Specialist
Lehi, Utah, United States
$22-$31/hr HybridFull Time
Orion Advisor Solutions
Orion Advisor Solutions: Provides integrated software and investment solutions for financial advisors.
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
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2w
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Client Service Specialist II
Salt Lake City, Utah, United States
OnsiteFull Time
Corient
Corient: Fiduciary wealth management services for high-net-worth individuals and families.
2+ YOEBA/BS required; minimum 2 years in financial services; experience with RIA operations preferred; strong communication, writing, organizational skills; proficiency with custodial platforms and MS Office.
Charles Schwab Advisor Center, Fidelity Wealthscape, DocuSign, Tamarac, Addepar, Salesforce CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook
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2mo
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Client Delivery Specialist - Associate
Salt Lake City, Utah, United States
$75k-$85k/yr HybridFull Time
iCapital
iCapital: A global fintech platform for alternative investment marketplace access.
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
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1w
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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
Zions Bancorporation
Zions BancorporationNASDAQ: ZION: Provides banking, lending, and financial services to customers.
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
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2mo
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Institutional Client Specialist, Associate/AVP - Utah
Tempe or New York or South Jordan
$70k-$115k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
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7h
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Client Technical Support Tier 1 Support Specialist
Sandy, Utah, United States
$22-$28/hr OnsiteFull Time
SoFi Tech Solutions
SoFi Tech SolutionsNASDAQ: SOFI: Provider of financial infrastructure and payment processing technology
2+ YOERequires 2+ years of general customer service experience, with technical support and financial services experience preferred; ability to troubleshoot technical issues using SOPs and documentation with high attention to detail.
Standard Operating Procedures (SOPs)
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6d
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Autism Specialist | IDD/ADD Services
Salt Lake City, Utah, United States
$20-$23/hr FieldFull Time
Valley Behavioral Health
Valley Behavioral Health: Provides comprehensive mental health and substance abuse treatment services.
0.25+ YOEProvide developmental and educational services to children/adolescents with autism; CPR and de-escalation certification; high school diploma; 3 months autism-assistant or 6 months direct client care experience; reliable transportation for home visits.
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2d
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Security Specialist
Farmington or Murray or Salt Lake City
$19/hr OnsiteFull Time
Security Industry Specialists
Security Industry Specialists: Provides specialized security solutions for corporations and high-profile clients.
High school diploma or GED, must obtain and maintain state Guard Certification and client-required certifications, professional interpersonal skills, and maintain uniform/grooming standards.
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1mo
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Solutions Specialist
South Jordan, Utah, United States
HybridFull Time
Canopy
Canopy: Practice management software for accounting and tax firms.
1+ YOE1-3 years experience in data analytics/reporting or BI configuration; strong analytical, communication, and project skills; familiarity with SaaS, WIP concepts, confidentiality, and client-facing implementation.
ThoughtSpot, SQL, API
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3w
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Benefit Eligibility Specialist
Provo, Utah, United States
$15-$18/hr OnsiteFull Time
United Energy Workers Healthcare
United Energy Workers Healthcare: Provides in-home medical care for energy industry workers.
Manage medical records requests, ensure HIPAA compliance, use CRM (HubSpot), perform facility and client outreach, and provide customer service for EEOICPA/RECA benefits.
HubSpot, Microsoft Suite
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1w
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Billing Specialist
Lehi, Utah, United States
$20-$25/hr HybridFull Time
MyAdvice
MyAdvice: AI-driven digital marketing platform for healthcare and legal practices.
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
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2w
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Integration Specialist (Remote)
Lehi, Utah, United States
RemoteFull Time
RainFocus
RainFocus: Software platform for managing B2B event marketing and data.
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
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1mo
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Physical Security Specialist (Onsite) - Provo, UT
Provo, Utah, United States
$17/hr OnsiteFull Time
Cobalt AI
Cobalt AI: Provides autonomous indoor security robots and remote AI monitoring.
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.
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1mo
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Scheduling Support Specialist PT
Murray or Salt Lake City
$21-$24/hr OnsitePart Time
RELA Language Professionals
RELA Language Professionals: Provides professional medical interpretation and document translation services.
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.
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1d
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Certified Peer Support Specialist - Residential Mental Health
Salt Lake City, Utah, United States
$20/hr OnsiteFull Time
Volunteers of America, Utah
Volunteers of America, Utah: Provides social services including homeless shelters and addiction recovery
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
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