This position is a mix of finance and technology, ideal for someone who wants to grow their career ... Help manage client onboarding, account setup and training, and day-to-day support and issue ...
This position is a mix of finance and technology, ideal for someone who wants to grow their career ... Help manage client onboarding, account setup and training, and day-to-day support and issue ...
Client Success Manager
Salt Lake City, UT · On-site +1
As programmers, researchers, designers, client professionals and craftspeople we create the tech, ... CSMs (Client Success Manager) are experienced, highly skilled professionals whose primary ...
Client Success Manager
Salt Lake City, UT · On-site +1
As programmers, researchers, designers, client professionals and craftspeople we create the tech, ... CSMs (Client Success Manager) are experienced, highly skilled professionals whose primary ...
Client Manager
Salt Lake City, UT · On-site +1
$150K - $190K/yr
The Client Manager is responsible for developing new business in their assigned territory. They ... Qualus also provides software and technology enabled services and develops breakthrough solutions ...
Client Manager
Salt Lake City, UT · On-site +1
$150K - $190K/yr
The Client Manager is responsible for developing new business in their assigned territory. They ... Qualus also provides software and technology enabled services and develops breakthrough solutions ...
Client Director
Salt Lake City, UT · Remote
Arctiq is a leader in professional IT services and managed services across three core Centers of ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...
Quick apply
Client Director
Salt Lake City, UT · Remote
Arctiq is a leader in professional IT services and managed services across three core Centers of ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...
Client Director
Salt Lake City, UT · On-site
$80K/yr
Arctiq is a leader in professional IT services and managed services across three core Centers of ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...
Client Director
Salt Lake City, UT · On-site
$80K/yr
Arctiq is a leader in professional IT services and managed services across three core Centers of ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...
Client Director
Salt Lake City, UT · Remote
Arctiq is a leader in professional IT services and managed services across three core Centers of ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...
Quick apply
Client Director
Salt Lake City, UT · Remote
Arctiq is a leader in professional IT services and managed services across three core Centers of ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...
Arctiq is a leader in professional IT services and managed services across three core Centers of ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...
Arctiq is a leader in professional IT services and managed services across three core Centers of ... You will maintain and strengthen client relationships, identify marketplace opportunities with a ...
Client Manager
Salt Lake City, UT · On-site
The Client Manager is responsible for developing new business in their assigned territory. They ... Qualus also provides software and technology enabled services and develops breakthrough solutions ...
Client Manager
Salt Lake City, UT · On-site
The Client Manager is responsible for developing new business in their assigned territory. They ... Qualus also provides software and technology enabled services and develops breakthrough solutions ...
Client Manager
Salt Lake City, UT · On-site
$150K - $190K/yr
The Client Manager is responsible for developing new business in their assigned territory. They ... Qualus also provides software and technology enabled services and develops breakthrough solutions ...
Client Manager
Salt Lake City, UT · On-site
$150K - $190K/yr
The Client Manager is responsible for developing new business in their assigned territory. They ... Qualus also provides software and technology enabled services and develops breakthrough solutions ...
Client Services- Analyst
Salt Lake City, UT · On-site
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Client Services- Analyst
Salt Lake City, UT · On-site
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Strider Technologies delivers strategic intelligence that helps organizations make faster, more ... Job Summary We're seeking a Client Success Operations Manager to build the systems, processes, and ...
Strider Technologies delivers strategic intelligence that helps organizations make faster, more ... Job Summary We're seeking a Client Success Operations Manager to build the systems, processes, and ...
Client Services- Analyst
Salt Lake City, UT · On-site
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Client Services- Analyst
Salt Lake City, UT · On-site
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Client Services- Analyst
Salt Lake City, UT · On-site +1
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Client Services- Analyst
Salt Lake City, UT · On-site +1
$60K - $70K/yr
Provide ongoing client and advisor support by managing inbound phone and email inquiries ... management firms is preferred * Experience with SAAS offerings and wealth tech platforms is ...
Manager, Client Success
Sandy, UT · On-site
Establishes new processes to leverage existing technologies and practices for greater efficiency and scalability * Supports the Client Success Management team during client escalations as required
Manager, Client Success
Sandy, UT · On-site
Establishes new processes to leverage existing technologies and practices for greater efficiency and scalability * Supports the Client Success Management team during client escalations as required
Manager, Client Success
Sandy, UT · On-site
Establishes new processes to leverage existing technologies and practices for greater efficiency and scalability * Supports the Client Success Management team during client escalations as required
Manager, Client Success
Sandy, UT · On-site
Establishes new processes to leverage existing technologies and practices for greater efficiency and scalability * Supports the Client Success Management team during client escalations as required
Client Relations Analyst
South Jordan, UT · On-site
$19/hr
Manage workload effectively while demonstrating initiative, accountability, and self-motivation ... Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, ...
Quick apply
Client Relations Analyst
South Jordan, UT · On-site
$19/hr
Manage workload effectively while demonstrating initiative, accountability, and self-motivation ... Our extensive experience in hiring professionals of multiple in-demand skill sets (IT, Engineering, ...
Operations experience within Asset Management, Wealth Management, Client Reporting, Fund ... Comfortable working across Operations, Technology, Product, and Business teams * Strong ...
Operations experience within Asset Management, Wealth Management, Client Reporting, Fund ... Comfortable working across Operations, Technology, Product, and Business teams * Strong ...
IT Product Manager
$120K - $150K/yr
T. is actively seeking an IT Product Manager for an immediate full-time opportunity with our industry leading client. Are you on the lookout for a unique career opportunity that offers leadership ...
Quick apply
IT Product Manager
$120K - $150K/yr
T. is actively seeking an IT Product Manager for an immediate full-time opportunity with our industry leading client. Are you on the lookout for a unique career opportunity that offers leadership ...
Senior Client Advisor
South Jordan, UT · On-site
Senior Client Advisor Strider Technologies delivers strategic intelligence that helps organizations ... Excellent project management and organizational skills with the ability to manage multiple client ...
Senior Client Advisor
South Jordan, UT · On-site
Senior Client Advisor Strider Technologies delivers strategic intelligence that helps organizations ... Excellent project management and organizational skills with the ability to manage multiple client ...
Director, Client Data Management Role Overview The Lead Invoice Integration Professional serves as ... Support electronic invoice integrations utilizing technologies such as Ariba, Coupa, cXML, EDI, SAP ...
Director, Client Data Management Role Overview The Lead Invoice Integration Professional serves as ... Support electronic invoice integrations utilizing technologies such as Ariba, Coupa, cXML, EDI, SAP ...
Client Technology Manager information
What is the difference between Client Technology Manager vs Technical Support Specialist?
| Aspect | Client Technology Manager | Technical Support Specialist |
|---|---|---|
| Credentials | Bachelor's in IT, Computer Science, or related field; certifications like CompTIA, Cisco, or Microsoft | Relevant certifications like CompTIA A+, Network+, or vendor-specific certifications |
| Work Environment | Oversees client technology solutions, manages teams, and coordinates with clients in corporate settings | Provides technical assistance, troubleshooting, and support directly to end-users or clients |
| Employer & Industry | IT service providers, corporate IT departments, technology consulting firms | Help desks, IT support centers, technology vendors |
The main difference is that a Client Technology Manager focuses on managing client technology projects and teams, ensuring solutions meet client needs, while a Technical Support Specialist provides direct technical support and troubleshooting to end-users. Both roles require technical knowledge, but the manager role emphasizes oversight and client communication.
How does a client technology manager typically collaborate with other departments to ensure successful technology implementation for clients?
What are the key skills and qualifications needed to thrive as a client technology manager, and why are they important?
What does a client technology manager do?

Other
Medical, Dental, Vision, Retirement, PTO
Posted 7 days ago
Job description
Client Delivery Specialist - Associate - Full Time - Hybrid
About the Role
We’re partnering with our client, a fast-growing fintech firm, on a Client Delivery Specialist to join its Data Solutions Team in Salt Lake City, Utah. This role sets up and maintains the financial software applications the firm utilizes, assists clients with issues, works on special projects, and helps with ad-hoc tasks tied to building an innovative company. This position is a mix of finance and technology, ideal for someone who wants to grow their career at the intersection of both.
Responsibilities
- Support financial reporting and data aggregation tools, including analyzing and explaining portfolio performance results
- Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrections
- Perform analysis of private equity and hedge fund statements for input into the system
- Work with clients and partners to resolve data issues
- Help manage client onboarding, account setup and training, and day-to-day support and issue management
- Perform system setup and configuration, new client setup, and new financial account/asset classification
- Assist with data feed management
- Create custom reports based on client-specific needs and liaise with vendor partners on enhancements and system/data issues
- Work as part of a team to prioritize individual and shared work, ensuring projects are completed on time and to specification
- Support the development and adoption of policies, procedures, and controls
Qualifications
- 3–5 years of experience in a related field
- Bachelor''s degree from an undergraduate program
- Excellent customer service skills and the ability 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 or custodians
- Organized and self-motivated, with the ability to prioritize tasks and meet deadlines
- 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 and PowerPoint skills; basic knowledge of database concepts and programming
- Working knowledge of Photoshop, HTML design, or similar tools a plus
- Knowledge of financial products and indices, including liquid investments (equities, bonds, ETFs, mutual funds, SMA/UMA) and alternative investments
- Understanding of performance reporting calculations and methodologies, portfolio management and rebalancing, and how family offices, RIAs, and investment advisors operate
- Strong critical thinking and problem-solving skills, with the ability to summarize information clearly and concisely, written and verbal
- Quick learner, able to adapt to an expanding environment
Compensation & Benefits
This role offers a competitive compensation package including base salary, equity for all full-time employees, and an annual performance bonus. Benefits include 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).
Employees in this role work in the Salt Lake City, Utah office Monday–Thursday, with the flexibility to work remotely on Friday.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Benchmark IT, LLC and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: bmarkits.com/privacy-policy
About Benchmark IT
Sourced by ZipRecruiter
Company size
11 - 50 Employees
Headquarters location
Stamford, CT, US
Year founded
2007