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Client Account Support Analyst Jobs in Utah (NOW HIRING)

MarketStar

Account Manager - Reddit

Ogden, UT

We provide service and support to our communities through the MarketStar Foundation. Our ... They draw daily on both their skills in managing client relationships and utilizing the data ...

Wasatchproperty

Account Manager - Reddit

Ogden, UT · On-site

We provide service and support to our communities through the MarketStar Foundation. Our ... They draw daily on both their skills in managing client relationships and utilizing the data ...

MarketStar

Account Manager - Reddit

Ogden, UT · On-site

We provide service and support to our communities through the MarketStar Foundation. Our ... They draw daily on both their skills in managing client relationships and utilizing the data ...

Outcode Software

Sales Account Executive

Draper, UT

We are looking for an experienced sales account executive to be responsible for maintaining client ... Analytical and time management skills. Not Required But Preferred: * Degree or education in ...

iCapital

Client Services- Analyst

Salt Lake City, UT · On-site

$60K - $70K/yr

About the Role iCapital is seeking an Analyst to service the company's rapidly growing client base ... The Investor Relations team supports investors, financial advisors, and home office personnel ...

iCapital

Client Services- Analyst

Salt Lake City, UT · On-site

$60K - $70K/yr

About the Role iCapital is seeking an Analyst to service the company's rapidly growing client base ... The Investor Relations team supports investors, financial advisors, and home office personnel ...

iCapital

Client Services- Analyst

Salt Lake City, UT · On-site +1

$60K - $70K/yr

About the Role iCapital is seeking an Analyst to service the company's rapidly growing client base ... The Investor Relations team supports investors, financial advisors, and home office personnel ...

InComm Payments

Account Manager I

Sandy, UT · Remote

This role is ideal for a highly organized professional who enjoys supporting client relationships ... Strong analytical skills with the ability to interpret data, identify trends, and support business ...

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All JobsClient Account Support Analyst JobsClient Account Support Analyst Jobs in Utah

Client Account Support Analyst information

How does a client account support analyst typically collaborate with other departments to resolve client issues?

Client Account Support Analysts frequently work cross-functionally with teams such as sales, technical support, and finance to resolve client inquiries effectively. They often act as the liaison between the client and internal departments, ensuring that client needs are communicated clearly and issues are addressed promptly. This collaboration might involve joining regular meetings, using ticketing systems to track progress, and following up with different teams to provide clients with timely updates. Strong communication and organizational skills are essential for success in this aspect of the role.

What are the key skills and qualifications needed to thrive as a client account support analyst, and why are they important?

To thrive as a Client Account Support Analyst, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field, often supported by a relevant degree or equivalent experience. Familiarity with CRM systems, data management tools like Excel, and ticketing platforms is typically required. Outstanding communication, problem-solving, and customer service skills help you build trust and efficiently address client concerns. These competencies are vital for ensuring client satisfaction, accurate account management, and maintaining strong business relationships.

What does a client account support analyst do?

A Client Account Support Analyst is responsible for assisting clients with account-related inquiries, troubleshooting issues, and ensuring a high level of customer satisfaction. They serve as a liaison between the client and various departments within the company to resolve problems efficiently. Their duties often include managing account data, processing requests, providing product or service information, and supporting clients through phone, email, or chat. Strong communication and problem-solving skills are essential for this role. Additionally, they may help identify opportunities to improve client experience and streamline account management processes.
What are popular job titles related to Client Account Support Analyst jobs in Utah? For Client Account Support Analyst jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Client Account Support Analyst jobs in Utah look for? The top searched job categories for Client Account Support Analyst jobs in Utah are:
What cities in Utah are hiring for Client Account Support Analyst jobs? Cities in Utah with the most Client Account Support Analyst job openings:
Client Account Support Analyst jobs near you
Infographic showing various Client Account Support Analyst job openings in Utah as of June 2026, with employment types broken down into 70% Full Time, 15% Part Time, and 15% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Client Delivery Specialist - Assistant Vice President

iCapital

Salt Lake City, UT • On-site

$90K - $120K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 14 days ago

Job description

About the Role
iCapital is looking for a Client Delivery Specialist, Assistant Vice President to join the Data Solutions team. iCapital is looking to hire a Client Delivery Specialist, Assistant Vice President to join the Data Solutions team. This role will serve as a senior individual contributor responsible for managing complex client relationships, leading high-impact initiatives, and delivering exceptional service across a portfolio of clients. The ideal candidate will partner with internal and external stakeholders to resolve complex data and reporting challenges, drive operational improvements, and support strategic client objectives.
This role combines finance, technology, and client delivery. The successful candidate will possess strong analytical and problem-solving skills, a deep understanding of wealth management technologies and reporting, and the ability to influence outcomes across teams while maintaining a client-first mindset.
Responsibilities
  • Financial Reporting and Data Aggregation tools:
  • Analyze and explain portfolio performance results.
  • Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects
  • Analysis of private equity and hedge fund statements for input into system
  • Work with clients and partners to resolve data issue
  • Develop and strengthen client relationships:
  • Client onboarding
  • Client account setup and training
  • Day-to-day support and issue management
  • Software maintenance and setup:
  • System setup and configuration
  • New client setup
  • New financial account and asset set-up and classification
  • Data feed management
  • Create custom reports based on client-specific needs
  • Liaise with the vendor partners for enhancements, and system and data issues
  • Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
  • Establish operational effectiveness through the development/adoption of policies, procedures, and controls.
Qualifications
  • 7+ years of experience in a related field
  • Bachelor's degree from a rigorous undergraduate program
  • Excellent customer relation skills and able to foster and maintain effective relationships
  • Strong understanding of financial instruments
  • Experience with RIA/Wealth Management Policies, Procedures, and Client Service
  • Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity
  • Proactively assess and act upon client and company needs
  • Organized and self-motivated with the ability to prioritize tasks and meet deadlines
  • Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
  • Comfortable with technology, software tools & applications:
  • Able to learn new software quickly
  • Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro or similar wealth management platforms
  • Experience with planning tools such as eMoney, MoneyGuidePro or similar software
  • Strong MS Excel & PowerPoint skills
  • Basic knowledge of database concepts, and any type of programming
  • Working knowledge of Photoshop, HTML design, and/or similar tools
  • Knowledge of various financial products and indices, particularly:
  • Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
  • Alternative investments
  • Performance reporting calculations and methodologies
  • Portfolio management and rebalancing
  • How Family Offices, RIAs, investment advisors work
  • Critical thinker, that possesses strong problem-solving skills and is able to summarize information clearly and concisely, both written and verbal
  • Collaborative and able to thrive in a team environment while working independently
  • Able to learn quickly and adapt to an expanding environment

Benefits
The base salary range for this role is $90,000 to $120,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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