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Client Account Support Analyst Jobs in Orem, UT (NOW HIRING)

Avetta, LLC

Client Success Manager I

Lehi, UT · Hybrid

Own the overall health of each assigned Client Account. * Assist the Client Support Team with difficult and client-specific problem resolution. * Partner with Implementation and Professional Services ...

Avetta, LLC

Client Success Manager I

Lehi, UT · On-site

Own the overall health of each assigned Client Account. * Assist the Client Support Team with difficult and client-specific problem resolution. * Partner with Implementation and Professional Services ...

Hired by Matrix

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Customer Service Representative

South Jordan, UT · On-site

$22/hr

Provide functional support in Cash Management products and services, Online and Mobile app, and account or financial-related inquiries Preferences: * Customer service, call center, or client support ...

CHG Management, Inc.

Client Executive

Midvale, UT · On-site

$125 - $150/hr

This person will lead a team of one or more Account Managers and indirectly influence Account ... Analyze business trends/indicators and create successful business plans We believe in fair ...

Trucordia

Client Executive- Group Benefits

Provo, UT · On-site

$72K - $98K/yr

Strategically analyze assigned book of business to ensure revenue growth and account profitability ... Provide technical support and guidance to Client Managers and junior team members as needed. * Act ...

CCBank

Vice President, Loan Officer (Sandy)

Sandy, UT · On-site

$98K - $148K/yr

Evaluate credit and analyze financial documentation. * Advise clients on loan policies and ... Maintain and update client account records. * Monitor and manage existing customer portfolio.

CCBank

Vice President, Loan Officer (Salem)

Salem, UT · On-site

$98K - $148K/yr

Evaluate credit and analyze financial documentation. * Advise clients on loan policies and ... Maintain and update client account records. * Monitor and manage existing customer portfolio.

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Client Account Support Analyst information

See Orem, UT salary details

$17

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$31

How much do client account support analyst jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for client account support analyst in Orem, UT is $21.13, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $19.42 per hour, depending on experience, location, and employer.

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 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.

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 popular job titles related to Client Account Support Analyst jobs in Orem, UT?

For Client Account Support Analyst jobs in Orem, UT, the most frequently searched job titles are:

What job categories do people searching Client Account Support Analyst jobs in Orem, UT look for?

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What cities near Orem, UT are hiring for Client Account Support Analyst jobs?

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Client Account Support Analyst jobs near you
Infographic showing various Client Account Support Analyst job openings in Orem, UT as of June 2026, with employment types broken down into 63% Full Time, 22% Part Time, and 15% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $43,951 per year, or $21.1 per hour.

Wealth Management Operations Analyst

Kellton Tech

South Jordan, UT • On-site

$20 - $22/hr

Full-time

Re-posted 16 days ago

Job description

Title: Wealth Management Operations Analyst
Duration – 12+ months + (Possibility of Further Extension or conversion into a Permanent role)
Location –  South Jordan UT
Pay Rate - $ 22.22 / hr W2 (No Benefits)
 
Position Summary:
Estate & Inheritor Services is a specialized team within Brokerage designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
 
Duties and Responsibilities:
  • Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
  • Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
  • Process & follow up client service requests to ensure completion in a timely manner
  • Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
  • Provide world class customer service to both internal and external clients in all interactions
  • Research and resolve problems with both internal and external clients accurately and in a timely manner
  • Leverage Brokerage systems and ensure all case interactions are appropriately entered and documented
  • Actively manage, monitor, and document daily case load by utilizing various technology resources
  • Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
  • Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
 
Education and Experience:
  • College degree preferred
  • 3-4 years’ financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
  • Knowledge/Skills:
  • Basic clerical and administrative skills
  • Effective written and verbal communication skills
  • Excellent interpersonal and client service skills
  • Organizational skills, attention to detail and excellent follow up skills
  • Ability to research and resolve problems and service inquiries and escalate when appropriate
  • Ability to efficiently handle a high volume of requests in a fast paced environment
  • Strong computer skills including Microsoft Suite
  • Basic knowledge of Brokerage systems and procedures
  • Be self-motivated and able to work in a strong team and high activity environment.