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Associate Client Advisor Jobs in Utah (NOW HIRING)

Larry Cox & Associates CPA

Be Seen First

Senior Associate Tax Advisor & Client Manager

Lehi, UT · On-site

$75K - $85K/yr

Senior Associate Tax Advisor & Client Manager Company: Cox Advisory & Tax Location: Lehi, UT (Hybrid Options Available) Compensation: $75,000 - $85,000 Base Salary + Accelerated Production Bonuses ...

New

Larry Cox & Associates CPA

Be Seen First

Senior Associate Tax Advisor & Client Manager

Lehi, UT · On-site

$75K - $85K/yr

Senior Associate Tax Advisor & Client Manager Company: Cox Advisory & Tax Location: Lehi, UT (Hybrid Options Available) Compensation: $75,000 - $85,000 Base Salary + Accelerated Production Bonuses ...

New

Diversify

Client Service Associate

Sandy, UT

$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

$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.

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 Jul 22, 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.

How much does an associate client advisor make?

An associate client advisor typically earns between $45,000 and $65,000 annually, depending on experience, location, and the company. Entry-level positions may start lower, while experienced advisors or those with specialized skills can earn higher salaries and bonuses. Compensation often includes base salary plus performance-based incentives.

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.

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.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance metrics. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

Is a client advisor a good career?

A client advisor is a professional who manages client relationships, often in financial or service industries, requiring strong communication and interpersonal skills. The role can offer opportunities for career growth, commissions, and industry certifications, but job satisfaction depends on individual preferences and work environment. It is generally considered a stable career path with potential for advancement.

What jobs pay 4000 a week without a degree?

An Associate Client Advisor role typically does not pay $4,000 a week without a degree; however, high-earning sales positions, such as financial or real estate sales agents, can reach that level through commissions and experience. These roles often require strong communication skills, industry knowledge, and sometimes licensing or certifications but not necessarily a formal degree.
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
Associate, Client Relationship Manager

Associate, Client Relationship Manager

Lido Advisors, LLC

Salt Lake City, UT • On-site

$65K - $75K/yr

Other

Posted yesterday

Job description

Associate, Client Relationship Manager

Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido's vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients.

The Associate, Client Relationship Manager, enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors. Client Relationship Associates work in a complex, team-oriented and fast paced environment to deliver comprehensive investment and wealth strategies to clients. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, our clients and Lido.

Duties and Responsibilities

  • Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients.
  • Liaise with custodian partners and internal departments.
  • Assist with the preparation of alternative investment paperwork with high level of accuracy.
  • Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests.
  • Maintain detailed client records across firm relationship management systems.
  • Support the team's overall strategy by preparing reports, marketing and other materials for client meetings.
  • Adhere to firm's control policies and procedures.
  • Regularly seek opportunities to engage with peers to collaborate on best practices

Requirements

  • Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience.
  • Series 65 or 66 required, or must be attained within timeframe determined by manager.
  • Strong attention to detail.
  • Exceptional interpersonal and client service skills.
  • Superior verbal and written communication skills.
  • Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items.
  • Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
  • Ability to adapt to a rapidly changing and fast paced business environment.
  • Proven ability to operate effectively and work under pressure with tight deadlines.
  • Team player and a desire to collaborate with others.

We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

The successful candidate's starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future.

Salary Description $65,000 - $75,000

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