Top 39 Crm administrator Jobs in Boise, Id

Senior Client Services Administrator
Helmstar Wealth Management —Boise, ID
- From $60,000 a year
- Full-time
- Background check
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
2d
Application Systems Analyst
Your Health Idaho —Boise, ID
- $80,400 - $89,400 a year
- Weekends as needed
- Background check
- Microsoft Excel
- Azure
- Health savings account
- Health insurance
Quick Apply
9d
Application Systems Analyst
Idaho Health Insurance Exchange —Boise, ID
- $80,400 - $89,400 a year
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Military
Quick Apply
Screening Sales Representative - Meridian, ID
Abbott Laboratories —Meridian, ID
- $61,300 - $122,700 a year
- Weekends as needed
- Microsoft Outlook
- Marketing
- Military
3d
Salesforce Life Sciences Senior Manager
Deloitte —Boise, ID
- $193,300 - $292,000 a year
- Full-time
- Up to 50% travel
- Bachelor of Science
- HIPAA
Account Manager - Education Staffing
Care Options for Kids —Boise, ID
- $55,000 - $60,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- Pediatrics
- Health insurance
- Dental insurance
Quick Apply
GPS Admissions Counselor
Northwest Nazarene University Inc —Nampa, ID
- Extended hours
- School experience
- Research
- Mid-level
- Disability insurance
- Health insurance
Home Health and Hospice Marketer / Community Liaison
Aspen Home Health & Hospice of The Treasure Valley —Meridian, ID
- Part-time
- Marketing
- Mid-level
- Office
Quick Apply
ServiceNow Engagement Manager with HRSD offboarding and APO - Remote working USA or Canada
Platform 6 Ltd —United States
- $65 - $70 an hour
- Contract
- Remote
- 8 years
- Senior level
Quick Apply
ServiceNow Director - Remote working USA or NJ, IL or Dallas Texas, USA
Platform 6 Ltd —United States
- $240,000 a year
- Remote
- 7 years
- Travel
- Senior level
Quick Apply
Salesforce Lead Developers with Agentforce and Data Cloud - Hybrid TX, AZ, NC, VA, NJ, GA
Platform 6 Ltd —United States
- Call employer
- Management
- 8 years
- Senior level
Quick Apply
1d

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Application Systems Analyst
Your Health Idaho —Boise, ID
Ability to effectively communicate business concepts to technical audiences as well as technical and data concepts to non-technical audiences.
$80,400 - $89,400 a year
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9d
Application Systems Analyst
Idaho Health Insurance Exchange —Boise, ID
Ability to effectively communicate business concepts to technical audiences as well as technical and data concepts to non-technical audiences.
$80,400 - $89,400 a year
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Senior Client Services Administrator

Helmstar Wealth Management
Boise, ID

Quick Apply

Job Details

Full-time
From $60,000 a year
2 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Teamwork
Administrative experience
Bachelor's degree
Attention to detail
Client services
Office experience

Full Job Description

Senior Client Services Administrator

Location: Boise, ID (In-Person)
Salary Range: $60,000 + depending on experience, qualifications, and demonstrated capabilities

To Apply

Please submit:

Your resume
A cover letter

Email to Kim Argo at [email protected] with the subject line:
“LAST NAME, SENIOR CLIENT SERVICES ADMINISTRATOR.”

While we may not be able to respond to every applicant, we sincerely appreciate your interest and will contact candidates selected for an initial interview.

Overview

Helmstar Wealth Management is a boutique wealth management firm based in Boise, Idaho, serving high-net-worth families with a personalized, relationship-driven approach. As one of the premier advisory firms in Idaho, we are experiencing strong growth and are seeking a motivated, detail-oriented Senior Client Services Associate who is excited about building a long-term career in wealth management.

This role offers meaningful opportunities for professional development, expanded responsibilities, and career progression for individuals who consistently deliver high-quality work, demonstrate initiative, and contribute positively to our collaborative culture. Our team values professionalism, continuous improvement, and delivering an exceptional client experience.

Key Responsibilities

Deliver proactive, high-quality service to clients by responding to inquiries, assisting with transactions, and addressing service requests promptly and professionally.
Prepare client paperwork, support meeting preparation, and assist with administrative and operational workflows.
Maintain accurate client records within the CRM, including documentation of client interactions, meeting notes, and follow-ups.
Support the Client Services team with phones, scheduling, calendar coordination, and general office workflow.
Participate in refining firm processes and systems as Helmstar continues to grow and evolve.
Assist with planning and execution of client appreciation events, educational workshops, and firm initiatives.
Contribute to special projects that support client experience, operational excellence, and marketing initiatives.
Take on increasing ownership of projects and responsibilities as skills and experience develop.

Qualifications

Experience in a professional office environment required.
Prior client service experience (5–10+ years preferred, though strong emerging professionals with the right mindset will be considered).
Bachelor’s degree preferred.
Proficiency with Microsoft Office and comfort learning new systems.
Strong understanding of project coordination and workflow management helpful.
Professional demeanor and ability to pass a background check required.

Growth & Development Opportunities

Clear pathway for increased responsibility within client service, operations, or leadership tracks.
Exposure to high-net-worth client service, financial planning workflows, and wealth management operations.
Opportunity to participate in strategic projects, process improvements, and client experience initiatives.

Ideal Candidate Skills & Attributes

Strong client service orientation with the ability to build meaningful relationships internally and externally.
Exceptional attention to detail and commitment to accuracy.
Ability to manage competing priorities in a fast-paced environment.
Excellent written and verbal communication skills.
Strong organizational, project management, and problem-solving abilities.
Growth mindset with openness to feedback and coaching.
Ownership mentality — willing to take initiative and see projects through to completion.
Collaborative spirit and enthusiasm for contributing to a positive team culture.
“No task too small” attitude with eagerness to learn.

Benefits

Competitive salary based on experience
401(k) with employer matching
Health, dental, and vision insurance
Paid time off
Collaborative, growth-focused work environment
Opportunities for career advancement within a growing firm

Pay: From $60,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

Bachelor's (Required)

Experience:

Office: 5 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

crm administrator jobs in boise, id

Senior Client Services Administrator

Application Systems Analyst

Application Systems Analyst

Screening Sales Representative - Meridian, ID

Salesforce Life Sciences Senior Manager

Account Manager - Education Staffing

GPS Admissions Counselor

Home Health and Hospice Marketer / Community Liaison

ServiceNow Engagement Manager with HRSD offboarding and APO - Remote working USA or Canada

ServiceNow Director - Remote working USA or NJ, IL or Dallas Texas, USA

Salesforce Lead Developers with Agentforce and Data Cloud - Hybrid TX, AZ, NC, VA, NJ, GA

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