Client Service Associate
$13.75 - $19/hr
Work closely with financial advisors and other team members to support client needs and ensure ... Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or ...
$13.75 - $19/hr
Work closely with financial advisors and other team members to support client needs and ensure ... Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or ...
$13.75 - $19/hr
Work closely with financial advisors and other team members to support client needs and ensure ... Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or ...
Sandy, UT · On-site
$17 - $22.25/hr
Key Responsibilities Client Service & Relationship Support * Serve as the primary point of contact ... Maintain and update client records, ensuring data integrity within CRM and portfolio management ...
Sandy, UT · On-site
$17 - $22.25/hr
Key Responsibilities Client Service & Relationship Support * Serve as the primary point of contact ... Maintain and update client records, ensuring data integrity within CRM and portfolio management ...
West Valley City, UT · On-site
$15 - $18.69/hr
... support the needs of our wellness plan clients. Provide professional, efficient and exceptional ... Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional ...
West Valley City, UT · On-site
$15 - $18.69/hr
... support the needs of our wellness plan clients. Provide professional, efficient and exceptional ... Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening Functional ...
Salt Lake City, UT · On-site
$65K - $75K/yr
... level of customer service to our clients. We are looking for someone with financial services ... Coordinate client meetings, including greeting clients, appointment preparation, and supporting the ...
Salt Lake City, UT · On-site
$65K - $75K/yr
... level of customer service to our clients. We are looking for someone with financial services ... Coordinate client meetings, including greeting clients, appointment preparation, and supporting the ...
Sandy, UT · On-site
$15.25 - $20.75/hr
... to support the needs of our wellness plan clients. * Provide professional, efficient and ... Customer Focus * Peer Relationships * Integrity & Trust * Action Oriented * Listening * Functional
Sandy, UT · On-site
$15.25 - $20.75/hr
... to support the needs of our wellness plan clients. * Provide professional, efficient and ... Customer Focus * Peer Relationships * Integrity & Trust * Action Oriented * Listening * Functional
$17 - $22.25/hr
Key Responsibilities Client Service & Relationship Support * Serve as the primary point of contact ... Maintain and update client records, ensuring data integrity within CRM and portfolio management ...
$17 - $22.25/hr
Key Responsibilities Client Service & Relationship Support * Serve as the primary point of contact ... Maintain and update client records, ensuring data integrity within CRM and portfolio management ...
Midvale, UT · Hybrid
We help clients build better workplaces, where people feel supported, empowered, and inspired to ... As a Client Service Leader, you'll lead a team of service professionals to deliver exceptional ...
Midvale, UT · Hybrid
We help clients build better workplaces, where people feel supported, empowered, and inspired to ... As a Client Service Leader, you'll lead a team of service professionals to deliver exceptional ...
Sandy, UT · On-site
$17 - $22.25/hr
Key Responsibilities Client Service & Relationship Support * Serve as the primary point of contact ... Maintain and update client records, ensuring data integrity within CRM and portfolio management ...
Sandy, UT · On-site
$17 - $22.25/hr
Key Responsibilities Client Service & Relationship Support * Serve as the primary point of contact ... Maintain and update client records, ensuring data integrity within CRM and portfolio management ...
Sandy, UT · On-site
$15.25 - $20.75/hr
... to support the needs of our wellness plan clients. * Provide professional, efficient and ... Customer Focus * Peer Relationships * Integrity & Trust * Action Oriented * Listening * Functional
Sandy, UT · On-site
$15.25 - $20.75/hr
... to support the needs of our wellness plan clients. * Provide professional, efficient and ... Customer Focus * Peer Relationships * Integrity & Trust * Action Oriented * Listening * Functional
Holladay, UT · On-site
$14 - $19.25/hr
The Role We're hiring a Client Service Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who ...
Holladay, UT · On-site
$14 - $19.25/hr
The Role We're hiring a Client Service Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who ...
$15 - $18.69/hr
... to support the needs of our wellness plan clients. * Provide professional, efficient and ... Customer Focus * Peer Relationships * Integrity & Trust * Action Oriented * Listening * Functional
$15 - $18.69/hr
... to support the needs of our wellness plan clients. * Provide professional, efficient and ... Customer Focus * Peer Relationships * Integrity & Trust * Action Oriented * Listening * Functional
Holladay, UT · On-site
$14 - $19.25/hr
The Role We're hiring a Client Service Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who ...
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Holladay, UT · On-site
$14 - $19.25/hr
The Role We're hiring a Client Service Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who ...
Woodland Hills, UT · Hybrid
$33.65/hr
Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits REPORTS TO ... The Client Services Representative supports employees and HR contacts with day-to-day benefit ...
Woodland Hills, UT · Hybrid
$33.65/hr
Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits REPORTS TO ... The Client Services Representative supports employees and HR contacts with day-to-day benefit ...
Pleasant Grove, UT · On-site
$14.50 - $19.50/hr
Client Service Representative We are seeking an experienced Client Service Representative to join ... The CSR is the pivot around which the hospital operates and is responsible for: • Customer ...
Pleasant Grove, UT · On-site
$14.50 - $19.50/hr
Client Service Representative We are seeking an experienced Client Service Representative to join ... The CSR is the pivot around which the hospital operates and is responsible for: • Customer ...
$15 - $18.69/hr
... support the needs of our wellness plan clients. Provide professional, efficient and exceptional ... HIRING QUALIFICATIONS / COMPETENCIES Leadership Customer Focus Peer Relationships Integrity & Trust ...
$15 - $18.69/hr
... support the needs of our wellness plan clients. Provide professional, efficient and exceptional ... HIRING QUALIFICATIONS / COMPETENCIES Leadership Customer Focus Peer Relationships Integrity & Trust ...
West Valley City, UT · On-site
$17.25 - $22.50/hr
... to support the needs of our wellness plan clients. ? Provide professional, efficient and ... Customer Focus ? Peer Relationships ? Integrity & Trust ? Action Oriented ? Listening Functional
West Valley City, UT · On-site
$17.25 - $22.50/hr
... to support the needs of our wellness plan clients. ? Provide professional, efficient and ... Customer Focus ? Peer Relationships ? Integrity & Trust ? Action Oriented ? Listening Functional
Sandy, UT · On-site
$17 - $22.25/hr
... to support the needs of our wellness plan clients. • Provide professional, efficient and ... HIRING QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • ...
Sandy, UT · On-site
$17 - $22.25/hr
... to support the needs of our wellness plan clients. • Provide professional, efficient and ... HIRING QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • ...
Salt Lake City, UT · On-site
Works both independently and within a team environment to provide crucial support to the financial ... Client Relationship Management (CRM) software, or similar contact management software. * Microsoft ...
Salt Lake City, UT · On-site
Works both independently and within a team environment to provide crucial support to the financial ... Client Relationship Management (CRM) software, or similar contact management software. * Microsoft ...
Sandy, UT · On-site
$17 - $22.25/hr
... to support the needs of our wellness plan clients. · Provide professional, efficient and ... HIRING QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • ...
Sandy, UT · On-site
$17 - $22.25/hr
... to support the needs of our wellness plan clients. · Provide professional, efficient and ... HIRING QUALIFICATIONS / COMPETENCIES Leadership • Customer Focus • Peer Relationships • ...
Salt Lake City, UT · On-site
Works both independently and within a team environment to provide crucial support to the financial ... Client Relationship Management (CRM) software, or similar contact management software. * Microsoft ...
Salt Lake City, UT · On-site
Works both independently and within a team environment to provide crucial support to the financial ... Client Relationship Management (CRM) software, or similar contact management software. * Microsoft ...
Cities in Utah with the most Customer Client Service Support job openings:
Sandy, UT
$13.75 - $19/hr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 11 days ago
About Us
Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us athttps://joindiversify.com.
About the Position:
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering outstanding support and ensuring a seamless client experience. If you have a strong background in financial services, a passion for client care, and the ability to thrive in a fast-paced environment, we would love to hear from you. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.
Your Impact:
Who You Are:
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Benefits
Join Us Now!
If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V
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Finance and insurance
11 - 50 Employees
South Jordan, UT, US
2004