Client Support Associate

JOIN TAVA HEALTHAt Tava Health, we are committed to transforming mental health care into a service as accessible and stigma-free as a routine medical checkup. Our innovative approach reshapes the entire process from client-therapist matching to the delivery of care, ensuring that individuals receive the support they need at the right time.As a rapidly expand…

Rho is hiring a Client Service Associate based in Salt Lake City. This position serves as the primary contact for clients, handling their requests and questions with care and efficiency. Role overview The Client Service Associate manages daily client interactions, responding promptly and maintaining professionalism in every exchange. Building trust and supporting client needs are central to this role. What you will do Act as the main point of contact for assigned clients Address client inquiries and requests in a timely manner Support strong client relationships through clear communication and attention to detail Requirements Strong communication skills Attention to detail Commitment to professional client service

Addepar is looking for a Client Support Analyst based in Salt Lake City. This position centers on supporting clients who use Addepar’s platform, with a focus on understanding client needs and resolving issues as they arise. Role overview The Client Support Analyst works directly with clients to address questions and concerns. Quick problem-solving and clear communication are essential in this role. Each interaction aims to make the client’s experience with Addepar smooth and reliable. What you will do Engage with clients to identify their needs and concerns Troubleshoot and resolve issues related to the Addepar platform Deliver timely, accurate solutions to client requests Key skills Strong analytical thinking Clear, client-focused communication Commitment to customer satisfaction

Gong harnesses the power of AI to revolutionize how revenue teams succeed. Our Gong Revenue AI Operating System integrates data, insights, and workflows into a single, reliable platform that observes, guides, and collaborates with the most effective revenue teams globally. With the Gong Revenue Graph, AI-driven intelligence, specialized agents, and trusted applications, Gong empowers over 5,000 companies worldwide to gain deep insights into their teams and customers, automate critical sales processes, and close more deals effortlessly. For further details, please visit www.gong.io.At Gong, you will be part of a forward-thinking company built on innovative products, ambitious goals, and a passionate workforce. We are shaping the future of revenue intelligence and seek individuals eager to contribute to what lies ahead. You will collaborate with a team that dreams big, moves rapidly, and deeply values craftsmanship and camaraderie. At Gong, transparency and trust are foundational principles, and everyone has the chance to make a significant impact. If you're looking to grow, challenge yourself, and engage in work that genuinely matters, Gong is the place for you to achieve the best results in your career.As a Technical Support Associate, you will be pivotal in enhancing the Gong customer experience, creating #ravingfans by delivering exceptional and consultative support for our clients. Our Support Associates are proactive, innovative, and equipped to tackle current customer challenges while strategically thinking to delight our customers in the long run. We operate on a hybrid working model, defined as three days a week in our Lehi, UT office.

A. O. Garcia Agency is seeking a Client Services Associate to join the team remotely from Salt Lake City, Utah. This position focuses on supporting clients and ensuring their needs are managed with care and professionalism. Key responsibilities Respond promptly to client inquiries and requests Offer clear information and support to clients Collaborate with colleagues to address and resolve client issues Keep accurate records of all client interactions Work location This is a fully remote role based in Salt Lake City, Utah.

About the RoleJoin iCapital Network's Platform Technology Support team, where we are dedicated to providing exceptional technical assistance to our expanding clientele of financial advisors and individual investors. We strive to deliver a top-tier user experience, making this an excellent opportunity for individuals with a strong client focus and technical expertise who thrive in a dynamic, collaborative, and entrepreneurial setting.This role is part of our Level II Platform Support team, tasked with investigating, collaborating, and resolving technical challenges associated with iCapital’s integrated platform. The ideal candidate will thrive in a fast-paced environment, embracing teamwork and multi-disciplinary collaboration.Key Responsibilities:Timely response to client support inquiries while providing updates throughout the troubleshooting process.Initial triage of support requests, resolving issues or escalating to the relevant secondary support teams.Accurate documentation of troubleshooting steps and knowledge base articles within the CRM.Communication with client sales teams regarding new technical issues and resolutions.Utilization of various technical tools for troubleshooting API, database, and data retrieval issues.Assisting the support team in streamlining processes or developing new methods for effective issue tracking.Proactively managing assigned support requests and collaborating with engineers across teams to address problems.Educating internal departments on best practices for resolving technical issues.

About the Role iCapital Network is on the lookout for a proactive Associate or Assistant Vice President to become a vital member of our Platform Operations team. This pivotal role is integral to iCapital's mission of enhancing operational scalability, fostering innovation, and delivering outstanding support experiences to our esteemed clients and partners. The successful candidate will develop deep expertise in the iCapital platform, positioning themselves as a trusted advisor while championing operational excellence. The ideal individual will cultivate strong client relationships and emerge as a strategic problem solver, collaborating closely with Team Leads and Associates. This position emphasizes teamwork, with a dedicated focus on enhancing overall client satisfaction and optimizing operational processes. Responsibilities Acquire a comprehensive understanding of all interfaces on the iCapital platform, ensuring smooth fund launches, recurring client activities, and the sustained health of our alternative investment clients through vital relationships with wirehouses, RIAs, and IBDs. Oversee end-to-end technical and operational deliverables on recurring platforms, managing daily workflows to guarantee consistent, high-quality service delivery, all while upholding a client-first approach in every operational task. Collaborate closely with Product and Technology teams to analyze platform behavior, troubleshoot complex issues, and conduct root-cause analyses across workflows, integrations, and data dependencies. Demonstrate confidence in navigating technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple interfaces. Serve as the primary point of contact for clients, managing inquiries and optimizing their platform experience, while efficiently prioritizing and categorizing requests for swift resolution. Consistently meet and surpass service level agreements and performance targets through effective queue management. Coordinate with internal teams to escalate and promptly resolve high-priority issues. Enhance and maintain product documentation and internal resources to better serve platform users. Keep fund collateral and offerings updated to reflect a diverse array of alternative investment products. Qualifications 3-7 years of experience in a client-facing role within the finance sector. A Bachelor's degree is mandatory. Proven ability to analyze complex technical problems, dissecting them into actionable steps and driving solutions to resolution. Adept at thriving in a fast-paced, dynamic environment, demonstrating excellent problem-solving skills.

Join our dynamic team at stemxpert1 as a Helpdesk Support Specialist, where you will be the first point of contact for technical assistance. Your role will involve troubleshooting hardware and software issues, providing exceptional customer service, and ensuring a smooth user experience for our clients.As a key member of our support team, you will have the opportunity to develop your technical skills while assisting users with their IT needs. We value innovation and encourage our team members to bring their ideas forward.

About the RoleiCapital Network is on the lookout for a dedicated Analyst or Associate to enhance our rapidly expanding client community within the Investor Relations team. In this dynamic and collaborative environment, you will engage with a diverse array of clients, including investors, financial advisors, and home office personnel, ensuring they have a seamless experience with our innovative technology platform. You'll also collaborate closely with fund sponsors utilizing our platform for distribution, focusing on optimizing user experience and driving client success.ResponsibilitiesDeliver exceptional client and advisor support by managing incoming inquiries via phone and email, ensuring timely and accurate responses, and escalating issues when necessary to maintain high client satisfaction.Assist high-profile fund managers in their fundraising initiatives by guiding their clients through the subscription process and overseeing fund closings, demonstrating a strong commitment to achieving successful client outcomes.Contribute to special projects for Senior Management that align with iCapital's strategic objectives.

Join our team as a Service Support Representative 2, where you will be the front line of support for our clients. In this role, you will leverage your problem-solving skills to assist customers with their inquiries and technical issues. This is a fantastic opportunity for individuals looking to grow their careers in customer service and technical support.

Addepar seeks an IT Support Specialist based in Salt Lake City, UT. The role centers on assisting both clients and internal team members with a range of technical issues, ensuring daily technology operations run smoothly and systems remain dependable. Key Responsibilities Troubleshoot and resolve hardware and software issues for users Support clients and colleagues with technology-related questions Contribute to the ongoing reliability and efficiency of IT systems Who Succeeds in This Role This position suits individuals who enjoy working with technology and take satisfaction in helping others overcome technical challenges.

Join StemXpert1 as a Technical Support Specialist, where you will play a pivotal role in providing exceptional service and technical assistance to our valued clients. Your expertise will help troubleshoot and resolve issues, ensuring a seamless user experience. We are looking for an individual who is not only technically proficient but also passionate about customer service.

Why Join Us?Brex is revolutionizing the way businesses manage their spending with our AI-driven spend platform. We empower companies—from startups to large enterprises like DoorDash, Flexport, and Compass—to gain control over their finances through integrated corporate cards, banking solutions, and global payments, complemented by user-friendly software for travel and expenses.At Brex, we challenge conventional thinking and encourage collaboration among some of the industry's brightest talents. We are dedicated to fostering a diverse workforce and an inclusive culture, believing that your potential is limitless. We equip you with the necessary resources, tools, and support to propel your career forward.Customer Experience at BrexThe Customer Experience (CX) team is the frontline of the Brex brand, directly influencing customer growth and retention. We provide swift, personalized support while gathering insights that inform product development and policy changes. We work with urgency, empathy, and accuracy to ensure our customers succeed, while also shaping the future of Brex. If you are passionate about solving impactful challenges for ambitious clients, then CX is the perfect fit for you.Your RoleAs a Support Specialist I at Brex, you will play a pivotal role in ensuring our customers are satisfied and productive. You will collaborate closely with Sales, Product, and Engineering teams to establish high standards of customer service, always communicating with empathy and respect.Where You’ll WorkThis role is fully remote, based in Salt Lake City.Key ResponsibilitiesResolve customer inquiries promptly and thoughtfully via email, phone, and chat, leveraging AI tools to enhance service quality and efficiency.Craft personalized, thoughtful responses to a diverse range of customer requests.Analyze incoming requests, identify trends in customer issues, and share insights with the team.Document and report bugs to the Engineering teams for resolution.Contribute actively to team objectives and celebrate successes together.Support the ongoing learning and success of your team by sharing knowledge, mentoring, and assisting with documentation.

If you’re fed up with: Needing to ask for time off Wasting hours in traffic Being restricted on your potential earnings This opportunity could be the solution you’ve been searching for. We are looking for motivated individuals eager to take charge of their own schedules and earnings by assisting clients who have proactively requested information about their benefits options. No cold calling. No micromanagement. Just a proven system that yields results if you put in the effort. Key Responsibilities: Engage with interested clients Guide them through straightforward options Assist them in getting started What We Offer: Fully remote work environment Flexible working hours Uncapped performance-based income Comprehensive training and mentorship Ideal Candidate:Someone who is ready to stop trading time for money and invest in their future. *All interviews will be conducted via Zoom video conferencing. (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)

About the RoleiCapital Network is on the lookout for a dedicated Client Delivery Advocate Analyst to join our dynamic Data Solutions team. This role is ideal for individuals who thrive in a fast-paced, performance-oriented environment and are passionate about delivering high-quality, precise results on a timely basis. The job entails a variety of tasks, from setting up and maintaining software applications to providing clients with issue resolution, managing special projects, and supporting sales efforts. This position uniquely blends finance and technology, offering an exciting opportunity to contribute to an innovative company.ResponsibilitiesUtilize financial reporting and data aggregation tools to generate insights.Analyze and articulate portfolio performance results effectively.Conduct thorough account-level reconciliations, including the research and resolution of discrepancies.Examine private equity and hedge fund statements for system input.Consolidate data from various sources and custodians for comprehensive analysis.Ensure accurate and timely data processing and statement generation.Generate reports as required to support decision-making.Collaborate with clients and partners to address and resolve data issues efficiently.Enhance client relationships through onboarding, account setup, training, and ongoing support.Oversee software maintenance, system configuration, and new client setups, ensuring data feed management and custom report creation that meets client-specific needs.Work collaboratively with the team to prioritize and complete projects on time and to specifications.Establish operational effectiveness by developing and adopting policies, procedures, and controls.

The A. O. Garcia Agency is seeking a Remote Client Benefits Representative based in Salt Lake City, Utah. This role centers on supporting clients as they explore and understand their benefits options, all while working from home. Key Responsibilities Guide clients through their available benefits, addressing questions and concerns as they arise Share clear and accurate information to help clients make informed choices about their benefits Build and maintain trust by communicating attentively and empathetically Assist clients as they navigate their benefits needs and related inquiries Requirements Strong communication skills Empathetic, client-focused mindset Comfort working independently in a remote environment

Join our dynamic team at Collabera as a Technical Support Specialist. In this role, you will provide exceptional customer service and technical assistance to our clients, ensuring that their technical issues are resolved promptly and efficiently. You will work closely with various departments to troubleshoot issues, escalate when necessary, and enhance customer satisfaction.

Join AECOM as a Client Account Manager in the mining sector, where you will play a pivotal role in managing client relationships and driving project success. Your expertise will be key in delivering innovative solutions that meet our clients' needs and enhance their operational efficiency.In this role, you will collaborate closely with cross-functional teams to ensure timely project delivery and adherence to quality standards. Your strong communication skills and strategic thinking will enable you to effectively address client concerns and foster long-term partnerships.

We are seeking a dedicated and detail-oriented Application Support Consultant to join our dynamic team. In this role, you will be responsible for providing exceptional support to our clients, ensuring that they have the best experience with our applications. Your expertise will help troubleshoot issues, implement solutions, and enhance the overall user experience.

Are you fluent in both Spanish and English and seeking a chance to advance your career on your own terms? Join our dynamic and expanding team at Global Elite Empire Consultants, where we value driven individuals with potential for leadership. This is a unique opportunity to thrive in a supportive environment that fosters personal and professional growth.