Position: Client Service Associate Firm: Wealth Management CPAs Location: Salt Lake City, UT ... Coordinate and monitor account transfers from submission through completion * Process service ...
Position: Client Service Associate Firm: Wealth Management CPAs Location: Salt Lake City, UT ... Coordinate and monitor account transfers from submission through completion * Process service ...
Client Service Associate
$65K - $75K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the ... Supervise client account activity, researching and resolving issues * Prepare and review all new ...
Client Service Associate
$65K - $75K/yr
As a member on the Client Services team, you'll play a pivotal role by partnering with the ... Supervise client account activity, researching and resolving issues * Prepare and review all new ...
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise ... All advisory services provided by Financial Engines Advisors L.L.C., a federally registered ...
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise ... All advisory services provided by Financial Engines Advisors L.L.C., a federally registered ...
Client Service Associate
Salt Lake City, UT · On-site
$65K - $75K/yr
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise ... All advisory services provided by Financial Engines Advisors L.L.C., a federally registered ...
Client Service Associate
Salt Lake City, UT · On-site
$65K - $75K/yr
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise ... All advisory services provided by Financial Engines Advisors L.L.C., a federally registered ...
Client Service Associate
$65K - $75K/yr
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise ... All advisory services provided by Financial Engines Advisors L.L.C., a federally registered ...
Quick apply
Client Service Associate
$65K - $75K/yr
Verify accounts are traded into the accurate model and aid operation teams as needed; supervise ... All advisory services provided by Financial Engines Advisors L.L.C., a federally registered ...
Registered Client Service Associates provide exceptional service to our clients and support ... Onboard and maintain client accounts, including collecting client information and required ...
Registered Client Service Associates provide exceptional service to our clients and support ... Onboard and maintain client accounts, including collecting client information and required ...
Registered Client Service Associates provide exceptional service to our clients and ... Onboard and maintain client accounts, including collecting client information and required ...
Registered Client Service Associates provide exceptional service to our clients and ... Onboard and maintain client accounts, including collecting client information and required ...
... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... Onboards new clients, opens new client accounts and researches client and security information ...
... Service Associate who is a motivated, detail oriented and creative problem solver to join our ... Onboards new clients, opens new client accounts and researches client and security information ...
Xfinity Retail Service Associate
West Jordan, UT · On-site
$17.85/hr
Job Summary The Retail Service Associate supports the store team in delivering a best-in-class ... Troubleshoot and resolve complex device or service issues. * Assist customers in securing accounts ...
Xfinity Retail Service Associate
West Jordan, UT · On-site
$17.85/hr
Job Summary The Retail Service Associate supports the store team in delivering a best-in-class ... Troubleshoot and resolve complex device or service issues. * Assist customers in securing accounts ...
Xfinity Retail Service Associate
Murray, UT · On-site
$17.85/hr
Job Summary The Retail Service Associate supports the store team in delivering a best-in-class ... Assistcustomers in securing accounts, replacing lost or stolen devices, and navigating access ...
Xfinity Retail Service Associate
Murray, UT · On-site
$17.85/hr
Job Summary The Retail Service Associate supports the store team in delivering a best-in-class ... Assistcustomers in securing accounts, replacing lost or stolen devices, and navigating access ...
Xfinity Retail Service Associate
Murray, UT · On-site
$17.85/hr
Job Summary The Retail Service Associate supports the store team in delivering a best-in-class ... Troubleshoot and resolve complex device or service issues. * Assist customers in securing accounts ...
Xfinity Retail Service Associate
Murray, UT · On-site
$17.85/hr
Job Summary The Retail Service Associate supports the store team in delivering a best-in-class ... Troubleshoot and resolve complex device or service issues. * Assist customers in securing accounts ...
Service Team
$15.50 - $20.50/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15.50 - $20.50/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
Salt Lake City, UT · On-site
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
Salt Lake City, UT · On-site
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15 - $20/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15 - $20/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
Magna, UT · On-site
$15.50 - $20.50/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
Magna, UT · On-site
$15.50 - $20.50/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Service Team
$15.25 - $20.25/hr
Join us as a Service Team Associate We're looking for friendly team players to create a warm ... full-time associates * Health Care and Dependent Care Flexible Spending accounts * 401K with ...
Account Service Associate information
See Bountiful, UT salary details
$4.99 - $6.78
0% of jobs
$6.78 - $8.57
0% of jobs
$8.57 - $10.36
0% of jobs
$10.36 - $12.15
0% of jobs
$12.15 - $13.95
3% of jobs
$13.95 - $15.74
16% of jobs
$15.74 - $17.53
0% of jobs
$17.53 - $19.32
0% of jobs
$19.66 is the 25th percentile. Wages below this are outliers.
$19.32 - $21.12
29% of jobs
The median wage is $21.29 / hr.
$21.12 - $22.91
15% of jobs
$23.46 is the 75th percentile. Wages above this are outliers.
$22.91 - $24.70
36% of jobs
$4
$20
$24
How much do account service associate jobs pay per hour?
As of Aug 20, 2026, the average hourly pay for account service associate in Bountiful, UT is $20.81, according to ZipRecruiter salary data. Most workers in this role earn between $19.95 and $23.56 per hour, depending on experience, location, and employer.
Is an account service associate an entry level job?
An account service associate position is often considered entry-level, suitable for individuals with basic customer service skills and a high school diploma or equivalent. The role typically involves on-the-job training and does not usually require extensive prior experience or advanced certifications.
What is an account service associate?
An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.
What is the role of an account service associate?
An account service associate is responsible for managing client accounts, addressing customer inquiries, and ensuring client satisfaction. They often handle account updates, resolve issues, and coordinate with internal teams to meet client needs, typically using customer relationship management (CRM) tools. Strong communication and organizational skills are essential for success in this role.
Full-time
Medical, Dental, Retirement, PTO
This job post has expired today. Applications are no longer accepted.
Job description
Position: Client Service Associate
Firm: Wealth Management CPAs
Location: Salt Lake City, UT
Overview:
Are you passionate about delivering exceptional client service and interested in working for a reputable financial firm? Join our dynamic team at Wealth Management CPAs based in Salt Lake City, UT. We are seeking a detail-oriented and proactive Client Service Associate to support our advisors and provide outstanding service to our valued clients.
The Client Service Associate serves as a key part of the client journey—from onboarding and asset transfers to ongoing service and advisor support—helping ensure every client interaction reflects the high standards of our firm.
What You’ll Do:
- Serve as a point of contact for client service requests with professionalism, warmth, and responsiveness
- Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
- Build trusted relationships with clients while delivering a high-touch service experience
- Manage incoming client calls and coordinate timely resolution of requests and inquiries
- Maintain accurate documentation and detailed client notes within the CRM system (Wealthbox)
- Support advisors by preparing for client meetings and ensuring a positive client experience
- Coordinate and monitor account transfers from submission through completion
- Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
- Review applications and paperwork for completeness and accuracy before submission
- Assist with new business processing and operational workflows
What We’re Looking For:
- High school diploma
- Kind and collaborative team player willing to assist others
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
- Exhibits meticulous attention to detail and a commitment to accuracy
- Self-starter who takes initiative and works well independently
- Excellent communication; written and verbal, professional and well spoken
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
What You’ll Get:
Pay amp; Perks:
- Medical and dental insurance
- 401(k)
- PTO
- Team events
Schedule:
- In office: Monday – Friday, 9:00am – 5:00pm
- Some evenings required for client events, a few a year
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com