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Customer Operations Specialist - AI CRM Advisors

Job in Lehi, Utah County, Utah, 84043, USA
Listing for: Slant
Full Time position
Listed on 2026-02-28
Job specializations:
  • Customer Service/HelpDesk
    HelpDesk/Support, Technical Support
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Customer Operations Specialist - AI CRM for Advisors
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.
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