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53 client services specialist jobs at 39 companies in Utah

2w
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Client Services Specialist-Remote
Pikesville or Arizona or Florida or Georgia or Indiana or Iowa or Kentucky or Louisiana or Maryland or Michigan or Minnesota or Missouri or Montana or Nebraska or Nevada or New Mexico or North Carolina or North Dakota or Ohio or Pennsylvania or South Carolina or South Dakota or Tennessee or Texas or Utah
$45k-$50k/yr RemoteFull Time
Lumelight
Lumelight: Private U.S. benefits administration, compliance, claims, and analytics provider serving employers, brokers, TPAs, and health plans.
2+ YOECollege degree or 2–4 years client-facing experience, with at least 2 years overall experience. Requires Microsoft Office and Excel proficiency, communication, organization, problem-solving, and client service skills.
Microsoft Office, Microsoft Excel, Microsoft Windows, CRM, HRIS, ERP
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2mo
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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
Aldrich Wealth LP
Aldrich Wealth LP: Fee-based registered investment adviser serving individuals, businesses, families, and retirement plans with investment management and financial planning.
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
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1w
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Client Relationship Specialist
Boone County or Lehi or Hebron or Cincinnati
$28-$42/hr HybridFull Time
Orion Advisor Solutions
Orion Advisor Solutions: Wealthtech platform serving financial advisors, RIAs, broker-dealers, banks, and family offices.
2+ YOEBachelor’s degree in business, finance, or related field required, or equivalent experience; 2+ years in client service or financial services; strong communication, relationship management, problem-solving, and Microsoft Office skills.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Salesforce
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2w
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Client Success Specialist, Retirement Services - Remote
Salt Lake City, Utah, United States
RemoteFull Time
IRALOGIX
IRALOGIX: IRALOGIX is a private fintech software providing white-label digital IRA recordkeeping to financial institutions and advisors.
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
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2mo
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VIRTUAL CLIENT SPECIALIST
Cottonwood Heights or Midvale
$16/hr RemoteFull Time
Davinci Virtual Office Solutions
Davinci Virtual Office Solutions: Privately held virtual-office provider offering business addresses, live answering, coworking, and meeting spaces to professionals worldwide.
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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3d
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Client Support Specialist
United States or San Francisco or New York City or Los Angeles or Boston or Seattle or Washington or San Diego or Chicago or Austin or Dallas or Portland or Denver or Philadelphia or Baltimore or Sacramento or Minneapolis or Miami or Atlanta or Phoenix or Orlando or Las Vegas or Salt Lake City or Madison or Birmingham or San Antonio or Spokane or Toronto
$18-$28/hr RemoteFull Time
Roo
Roo: U.S. veterinary staffing marketplace connecting veterinarians and technicians with animal hospitals for relief and hiring work.
2+ YOERequires 2+ years of client or customer support experience, strong communication and organizational skills, accuracy, flexibility, process improvement ability, and familiarity with customer support software.
LiveChat, HubSpot
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1w
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Client Success Specialist
Riverton, Utah, United States
$35k-$40k/yr OnsiteFull Time
Upward Engine
Upward Engine: Utah-based digital marketing agency serving businesses with SEO, paid advertising, web design, and website development.
2+ YOERequires 2+ years in a client-facing role, strong written and verbal communication, organization, multitasking, relationship-building, problem-solving, initiative, and collaboration; digital marketing familiarity preferred.
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2mo
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Receptionist - Client Service Specialist
Saratoga Springs, Utah, United States
OnsiteFull Time
CityVet
CityVet: A network of veterinarian-led and owned practices providing comprehensive pet care.
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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3w
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Client Success Specialist
Florida or Illinois or Kansas or Michigan or Ohio or Pennsylvania or Texas or Utah or Wisconsin
RemoteFull Time
Navari
Navari: Credit-union service organization providing technology, marketing, workforce-performance, and financial solutions.
2+ YOEHigh school diploma or equivalent and at least 2 years of customer service experience required. Strong communication, problem-solving, task-management, interpersonal, teamwork, and independent working skills required.
Customer Service Management (CRM)
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3mo
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Client Experience Specialist
Salt Lake City, Utah, United States
$22/hr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provider of investment, retirement, and financial planning services.
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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1mo
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Client Service Specialist I (Hybrid)
Phoenix or Cottonwood Heights
HybridFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Financial institution providing personal, business, and commercial banking services.
1+ YOEBachelor's+1 year or HS/GED+2 years in banking, customer service, or operations; ability to onboard clients, research and resolve inquiries, and follow regulatory procedures.
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9h
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Default Client Support Specialist II
Jacksonville or Provo or Omaha
OnsiteFull Time
ICE Mortgage Technology
ICE Mortgage Technology: ICE-owned mortgage technology helping lenders, servicers, title agents, investors, and homeowners automate U.S. residential mortgage workflows.
5+ YOEBachelor's degree or equivalent; 5+ years of mortgage industry experience; 4+ years of analytical or technical consulting experience; technical client-facing experience and mortgage servicing expertise required.
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6d
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Client Experience Specialist/FMG (Remote)
Sandy, Utah, United States
$40k/yr RemoteFull Time
FMG Suite
FMG Suite: SaaS marketing platform providing websites, content, email, social, and texting tools for financial advisors and insurance agents.
Client-facing experience, strong written and verbal communication, organization, problem-solving, follow-through, CRM and productivity tool familiarity, Google Workspace and Slack proficiency, and a secure remote workspace.
Google Workspace, Slack, CRM
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1mo
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Client Relations Specialist - iWorQ
Logan, Utah, United States
$45k/yr OnsiteFull Time
iWorQ Systems
iWorQ Systems: Private SaaS providing workflow software to city and county governments.
Entry-level customer support role requiring phone/virtual customer service experience, strong communication, time management, Microsoft Office proficiency, and comfort learning new software.
Microsoft Office
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3w
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Remote Client Support Specialist
Salt Lake City, Utah, United States
$11-$18/hr RemotePart Time
BluHouse Virtual Call Center
BluHouse Virtual Call Center: Remote customer-service employer providing home-based support for nationally recognized brands and organizations.
Customer service experience preferred; requires independent work, investigation, case management, background check and drug screening, quiet workspace, computer, USB headset, and hard-wired broadband internet.
DSL, Cable, Fiber Optic
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6d
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Client Relations & Retention Specialist
American Fork, Utah, United States
OnsiteFull Time
DentalQore
DentalQore: Private U.S. dental marketing and practice-growth technology serving dental practices with websites, advertising, video, and software.
2+ YOETwo years of client-facing experience strongly preferred. Requires communication, listening, negotiation, de-escalation, organization, follow-through, cross-functional collaboration, and comfort explaining performance data.
SEO, Google Analytics, CRM
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5d
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Capturis - Client Support Specialist
Logan or Mandan
HybridFull Time
Capturis
Capturis: Capturis is a private utility bill-management provider serving multi-site businesses with payment, reporting, and compliance services.
High school diploma or equivalent; strong attention to detail, communication, research, problem-solving, computer, organization, time-management, critical-thinking, and relationship-building skills.
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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: Financial technology platform powering the global alternative investment marketplace.
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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Client Experience & Onboarding Specialist
Midvale, Utah, United States
OnsiteFull Time
Trucordia
Trucordia: National insurance brokerage firm delivering commercial and personal risk solutions.
High school diploma or equivalent; strong customer service, communication, organization, attention to detail, confidentiality, and proficiency with basic office software required.
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1mo
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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: Financial services operating through local management teams.
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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