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Client Assistant Jobs in Utah (NOW HIRING)

Claire Myers Consulting

UT · Hybrid

$60K - $70K/yr

Our client is an Independent financial advisor based in Park City, UT is seeking a highly organized, proactive Administrative Assistant to serve as a true right-hand partner. This individual will ...

CCI Mechanical, Inc.

Estimator

Salt Lake City, UT · On-site

Ensure quality while submitting more comprehensive alternative solutions for client. * Assist in estimate reviews with construction and preconstruction teams. * Establish and maintain good client ...

CCI Mechanical, Inc.

Estimator

Salt Lake City, UT

Ensure quality while submitting more comprehensive alternative solutions for client. * Assist in estimate reviews with construction and preconstruction teams. * Establish and maintain good client ...

CCI Mechanical, Inc.

Estimator

Salt Lake City, UT · On-site

Ensure quality while submitting more comprehensive alternative solutions for client. * Assist in estimate reviews with construction and preconstruction teams. * Establish and maintain good client ...

CCI Mechanical, Inc.

Estimator

Salt Lake City, UT · On-site

Ensure quality while submitting more comprehensive alternative solutions for client. * Assist in estimate reviews with construction and preconstruction teams. * Establish and maintain good client ...

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Client Assistant information

What does a Client Assistant do?

A Client Assistant is responsible for providing support to clients and ensuring their needs are met efficiently and professionally. Their duties often include answering client inquiries, assisting with paperwork, scheduling appointments, and handling basic administrative tasks. Client Assistants act as a liaison between the client and the organization, helping to resolve issues and maintain positive relationships. They play a key role in delivering excellent customer service and supporting the work of other team members.

What are the key skills and qualifications needed to thrive as a Client Assistant, and why are they important?

To thrive as a Client Assistant, you need strong organizational skills, attention to detail, and a background in customer service or administrative support, often supported by a high school diploma or equivalent. Familiarity with office software like Microsoft Office Suite, CRM systems, and basic data entry tools is typically required. Outstanding interpersonal skills, patience, and the ability to communicate clearly help you build positive relationships with clients and colleagues. These skills ensure that client needs are efficiently met, fostering satisfaction and loyalty in a competitive business environment.

How does a Client Assistant typically collaborate with other departments to ensure excellent client service?

Client Assistants play a vital role in bridging communication between clients and various internal departments, such as sales, customer support, and account management. They frequently coordinate with these teams to address client inquiries, resolve issues, and ensure that services are delivered accurately and on time. Effective collaboration requires strong organizational and communication skills, as well as the ability to manage multiple tasks and prioritize client needs. By working closely with colleagues, Client Assistants help maintain high client satisfaction and foster long-term relationships.
What are the most commonly searched types of Client jobs in Utah? The most popular types of Client jobs in Utah are:
Client Assistant jobs near you

Administrative Assistant (Client Service & Operations Support)

Claire Myers Consulting

Park City, UT • Hybrid

$60K - $70K/yr

Other

Posted 3 days ago

Job description

LOCATION: Hybrid (Park City, UT)
COMPENSATION: $60,000 - $70,000 base salary + discretionary bonus + benefits
Overview:
Our client is an Independent financial advisor based in Park City, UT is seeking a highly organized, proactive Administrative Assistant to serve as a true right-hand partner. This individual will play a critical role in supporting day-to-day operations, client service, and business organization as the firm enters its next phase of growth.
The advisor has built a successful, relationship-driven practice and is looking for someone who complements his strengths, bringing structure, follow-through, and operational excellence. This is an opportunity to step into a highly impactful role where you will help streamline processes, and create capacity for future growth. This role is hybrid and ideal for someone who thrives in a role with clear ownership of operations and processes.
Key Responsibilities:
• Serve as the primary administrative and operational support to the advisor
• Manage calendar, scheduling, and meeting coordination with clients and prospects
• Prepare for client meetings (agendas, materials, follow-ups, task tracking)
• Handle client service needs including account maintenance, paperwork, and general inquiries
• Coordinate and track workflows to ensure tasks are completed accurately and on time
• Assist with seminar and marketing logistics (mailers, event coordination, follow-up tracking)
• Organize and maintain CRM and client data; ensure clean, consistent records
• Identify inefficiencies and implement improved systems and processes
• Support general business operations and act as a "catch-all" for day-to-day needs
• Provide light sales support by helping manage outreach follow-ups and client touchpoint
Qualifications:
• 3-8+ years of administrative, operations, or client service experience (financial services a plus, not required)
• Highly organized with strong attention to detail and follow-through
• Ability to take initiative and work independently in a remote environment
• Strong communication skills; professional and client-friendly demeanor
• Tech-savvy and comfortable learning new systems (CRM, scheduling tools, basic financial platforms)
• Process-oriented mindset with a desire to build and improve workflows
• Able to balance multiple priorities and comfortable holding the advisor accountable to commitments, timelines and follow-through
• Finds genuine satisfaction in closing loops, maintaining clean systems, and bringing order to ambiguity

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