42 client support manager jobs at 27 companies in Centerville, UT
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Work From Home - Client Support Manager
Provo, Utah, United States
RemoteFull Time
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Requires customer service dedication, strong communication and interpersonal skills, team leadership ability, and interest in professional growth and development.
Pune or New York City or Salt Lake City or London or Edinburgh or Dubai or Geneva or Singapore or São Paulo
HybridFull Time
Addepar: Provides a data platform for wealth management and portfolio reporting.
2+ YOERequires 2+ years in financial investment or advisory, knowledge of capital markets, portfolio accounting and client relationship management, strong communication, organization, documentation and problem-solving skills.
Microsoft Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Licensed (or willing to obtain) life and health insurance agent; strong communication, interpersonal and time-management skills; self-motivated, results-driven; basic computer and CRM skills.
Atlanta or Boston or Chicago or Denver or Los Angeles or New York or Salt Lake City or San Diego
$80k-$115k/yrRemoteFull Time
DEPT: Global digital agency providing integrated technology and marketing services.
3+ YOE3+ years agency client service experience supporting large media accounts; experience with paid search/paid social/programmatic, campaign execution, budget management, and strong communication and problem-solving skills.
Hub International: Provides global insurance brokerage and risk management services.
1+ YOEProvide client service and administrative support for wealth management advisors; strong organization, Microsoft Office proficiency, 1+ years relevant experience, attention to compliance and client confidentiality.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM, Salesforce, Redtail, Orion, Tamarac
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, ensure timely and accurate client materials, promote banking solutions, and maintain operational excellence; 1+ year experience preferred; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provides client service support to Financial Advisors; high school diploma/GED required; client-centric, self-starter; ability to learn new technology platforms; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
Pelatron Technologies: Provider of engineering and IT support services for government.
3+ YOEProvide hardware/software support for end devices, manage imaging/patching, maintain peripherals, perform advanced troubleshooting, respond to malicious code, and implement configuration changes; IAT Level II cert and Secret clearance preferred.
Valley Behavioral Health: Provides comprehensive mental health and substance abuse treatment services.
High school diploma, CPR and Valley de-escalation certification, driver's license, able to transport clients, medication management and documentation skills, strong communication and de-escalation ability.
IRALOGIX: Provides an institutional technology platform for automated IRA recordkeeping.
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
BrightSpring Health ServicesNASDAQ: BTSG: Provider of home and community-based health and pharmacy services.
5+ YOEBachelor's degree required; 5+ years in client management, customer service, or client support in healthcare or business-to-business settings. Requires executive presentation, strategic planning, problem-solving, collaboration, and Microsoft Office proficiency.
Asset & Wealth Management – Salt Lake City – Senior Associate, Client Services - Operations - 10171556
Salt Lake City, Utah, United States
OnsiteFull Time
Goldman SachsNYSE: GS: Global investment banking, securities, and investment management firm.
1+ YOEMaster's degree plus 1 year, or bachelor's degree plus 3 years, in business, information systems, finance, analytics, or related field; experience with financial analysis, automation, ETL, workflows, controls, and trade support.
Alteryx, Tableau, SQL, Microsoft Excel, Microsoft Outlook, Microsoft Office, ETL
Lockton: Provides global insurance brokerage and risk management consulting services.
Provide consultative risk advice, manage client communications and documentation, support account growth; Microsoft Office proficiency; ability to travel and work outside normal hours; legally authorized to work in the U.S.
BrightSpring Health Services: Providing home and community-based health and pharmacy services.
5+ YOEBachelor's degree in business or related field required; 5+ years of client management or support experience in healthcare or business-to-business settings; strong presentation, planning, problem-solving, collaboration, and Microsoft Office skills.
Microsoft Office, Customer Relationship Management (CRM), PMC
Veracity Insurance Solutions: Provider of specialized commercial liability insurance and underwriting services.
Manage commercial client portfolios, support policy servicing and renewals, drive retention and cross-sell, coordinate with carriers and underwriters, maintain CRM and AMS records; bachelor's degree preferred.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Pleasanton or Portland or Raleigh or Redmond or Sacramento or Salt Lake City or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$80k-$294k/yrOnsiteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
7+ YOERequires 7+ years SAP functional and technical experience, 4+ years supporting Life Sciences clients, two SAP S/4 implementations, delivery team management, consulting experience, and a bachelor's degree or equivalent.
OPPO: Providing community-based support and employment services for disabled individuals.
Experience supporting people with disabilities; reliable transportation; ability to transport clients, assist with transfers and lifts, manage challenging behaviors, and complete required training and documentation.