Customer Operations Specialist - AI CRM Advisors
Job in
Lehi, Utah County, Utah, 84043, USA
Listed on 2026-11-04
Listing for:
Slant
Full Time
position Listed on 2026-11-04
Job specializations:
-
Customer Service/HelpDesk
CRM Systems & Management, Customer Service Rep, HelpDesk/Support
Job Description & How to Apply Below
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.
Step into the Customer Operations Specialist - AI CRM for Advisors role at Slant in Lehi, UT, United States and grow with us. Please review the full job details above before applying. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. The position is based in Lehi, UT, United States.
This opportunity is part of our work in Management & Operations.
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