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Associate Client Advisor Jobs in Utah (NOW HIRING)

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to ... In this role, you will be the primary point of contact for our advisors and their clients ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade ... We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team.

Diversify

Client Service Associate

Sandy, UT · On-site

Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade ... We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team.

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade ... We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team.

Diversify

Client Service Associate

Sandy, UT · On-site

$45K - $50K/yr

Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade ... We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team.

iCapital

Client Service Associate

Salt Lake City, UT · On-site

$70K - $85K/yr

About the Role iCapital is seeking an Associate to service the company's rapidly growing client ... Provide ongoing client and advisor support by managing inbound phone and email inquiries ...

Gallagher

Client Associate

Midvale, UT · On-site

Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce ... Overview As the Client Associate you will develop industry knowledge and skills to support account ...

Dentist Advisors

Financial Advisor

Salt Lake City, UT · On-site

Mentor our associate advisors * Use Salesforce CRM to manage daily tasks and monitor client activity REQUIRED SKILLS AND EXPERIENCE * Bachelor's degree * 3+ years of client-facing financial advisor ...

Dentist Advisors

Financial Advisor

Salt Lake City, UT · On-site

Mentor our associate advisors * Use Salesforce CRM to manage daily tasks and monitor client activity REQUIRED SKILLS AND EXPERIENCE * Bachelor's degree * 3+ years of client-facing financial advisor ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Utah

Associate Client Advisor information

See Utah salary details

$10

$23

$41

How much do associate client advisor jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for associate client advisor in Utah is $23.61, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $27.12 per hour, depending on experience, location, and employer.

What is an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.

What cities in Utah are hiring for Associate Client Advisor jobs?

Cities in Utah with the most Associate Client Advisor job openings:

Associate Client Advisor jobs near you

Client Service Associate - Salt Lake City, UT

Advisor Talent Solutions

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Retirement, PTO

Posted 28 days ago

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

Apply