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Customer Client Service Support Jobs in Utah (NOW HIRING)

Client Service Associate

Sandy, UT

$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 ...

Client Service Coordinator

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 ...

Client Service Representative

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

Client Service Coordinator

Sandy, UT

$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 ...

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 ...

Client Service Coordinator

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 ...

Client Service Representative

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

Client Service Associate

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 ...

Client Service Associate

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 ...

Client Service Coordinator

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

Client Service Coordinator

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 • ...

Client Service Coordinator

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 • ...

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 ...

Showing results 21-40

Customer Client Service Support information

Is remote customer client service support a stressful job?

Remote customer client service support can be stressful due to high call volumes, difficult customer interactions, and the need for strong communication skills. However, many employers offer flexible schedules and training to help manage stress levels. The job often requires patience, problem-solving, and the ability to stay calm under pressure.

What are two jobs that require customer client service support skills?

Customer Client Service Support skills are essential in roles such as customer service representatives and technical support specialists. These jobs require strong communication, problem-solving, and interpersonal skills to assist clients effectively and ensure customer satisfaction.

What cities in Utah are hiring for Customer Client Service Support jobs?

Cities in Utah with the most Customer Client Service Support job openings:

Client Service Associate

Sandy, UT

Diversify
Finance and Insurance • 11 - 50 employees

$13.75 - $19/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago


Job description

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:

  • Client Relations: Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information.
  • Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
  • Problem Resolution: Identify and resolve client issues or concerns with a focus on delivering effective solutions and maintaining client satisfaction.
  • Coordination: Work closely with financial advisors and other team members to support client needs and ensure consistent service delivery.
  • Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
  • Reporting: Generate and review reports related to client accounts and activities as needed.

Who You Are:

  • 1+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.
  • Required licensing within 6 months of hire: Series 6, Series 63, Series 65, SIE, State Life & Health Insurance
  • Bachelor's degree in finance, business, or a related field is preferred but not required.
  • Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
  • Collaborative mindset with a commitment to contributing to team success

Your Toolkit:

  • Strong computer and technical skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
  • The ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
  • Detail-oriented with an ownership mentality towards the quality of your work.
  • Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits

  • Core Benefits - Medical with HSA and FSA options, dental, and vision.
  • Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
  • Great Team Culture - Team members consistently rave about having great colleagues.
  • Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

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