Customer Operations Specialist - AI CRM for Advisors

Slant; Lehi (UT); On-site; USD 40,000 - 60,000; Full time

Job summary

A technology firm in Lehi, Utah, is seeking a Customer Operations Specialist to support financial advisors effectively. The role involves guiding customers with support requests, managing communication between clients and developers, and understanding compliance and advisory practices. Ideal candidates will have 1-2 years of tech experience and knowledge of how financial advisors operate, ensuring high-quality customer service and effective problem resolution.

Qualifications

• 1-2 years of experience in tech/software roles.
• Understanding of RIA, RMD, and compliance aspects relevant to financial advisors.

Responsibilities

• Answer and guide customers with support requests.
• Work with Customer Success on imports and tasks.
• Advocate for customers and communicate between developers and clients.
• Become knowledgeable about financial advisory practices.

Skills

Customer communication

Technical support experience

Understanding of financial advising

Job description

A technology firm in Lehi, Utah, is seeking a Customer Operations Specialist to support financial advisors effectively. The role involves guiding customers with support requests, managing communication between clients and developers, and understanding compliance and advisory practices. Ideal candidates will have 1-2 years of tech experience and knowledge of how financial advisors operate, ensuring high-quality customer service and effective problem resolution.