7 client success associate jobs at 3 companies in Centerville, UT
2mo
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Client Success Manager
Sandy, Utah, United States
OnsiteFull Time
1+ YOEAssociate degree preferred; 1-5 years customer service experience; CEP level 1 within 12 months preferred; strong client service, analytical, and platform skills; fluency in English.
Shareworks, Equity Edge Online, Salesforce.com, Zendesk, Microsoft Excel, Microsoft Word
2mo
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Client Success Manager
Sandy, Utah, United States
OnsiteFull Time
1+ YOEAssociate degree preferred; 1-5 years customer service experience; CEP certification preferred (Level 1 required within 12 months); proficiency with Salesforce.com, Zendesk, Microsoft Excel/Word, email and internet; fluent English; basic equity platform knowledge.
Shareworks, Equity Edge Online, Salesforce.com, Zendesk, email, internet, Microsoft Excel, Microsoft Word
5d
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Client Success Manager, VP
Sandy, Utah, United States
OnsiteFull Time
7+ YOERequires 7+ years in equity compensation administration, stock plan services, client service, or related financial services; B2B service experience; and experience leading, coaching, mentoring, or managing associates.
Equity Edge Online
2mo
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Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Syracuse or Salt Lake City or United States
$50k/yr HybridFull Time
Bachelor's degree or equivalent experience; ability and motivation to obtain Series 7, Series 66, and Life & Health licenses; client relationship and sales skills; strong communication and analytical ability.
2mo
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Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Salt Lake City or Syracuse or United States
$50k/yr HybridFull Time
Bachelor's degree or equivalent experience; ability and motivation to obtain Series 7, Series 66, and life insurance licenses (company-funded); proven experience building customer relationships; strong communication, sales, and analytical skills.
2mo
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Wealth Planning Associate, Client Success (HYBRID OR REMOTE)
Salt Lake City or Syracuse or United States
$50k/yr HybridFull Time
Bachelor's degree or equivalent experience; motivated to obtain Series 7, Series 66 and life insurance licenses (company-funded); experience building and managing customer relationships; strong communication and analytical skills.
2mo
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Product Specialist Solutions - Associate
Salt Lake City, Utah, United States
$70k-$85k/yr HybridFull Time
2+ YOE2+ years client-facing experience (client success, account management, or sales) in SaaS/financial services, strong communication and organizational skills, Salesforce experience, and regulatory awareness.
Salesforce