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Associate Client Advisor Jobs in Utah (NOW HIRING)

Ameriprise Financial

Client Service Associate

Midvale, UT · On-site

$13.75 - $18.75/hr

In addition to supporting advisor(s), you'll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to ...

Ameriprise Financial

Client Service Associate

Midvale, UT · On-site

$13.75 - $18.75/hr

In addition to supporting advisor(s), you'll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to ...

Buckner

Account Manager, Employee Benefits

Ogden, UT · On-site

$28 - $33/hr

Ability to support and interact with various Client Advisors of varying experience and client ... Ability to create and conduct trainings for internal Associates on various topics as needed. * Good ...

KeyCorp

KPB Client Relationship Assoc

Salt Lake City, UT · On-site

$25 - $38.46/hr

Provide financial planning support to both advisors (data collection/input, etc.) and clients ... Client Service Associates. This includes submitting service tasks to the Task Queue as well as ...

Key Bank

KPB Client Relationship Assoc

Salt Lake City, UT · On-site

$25 - $38.46/hr

Provide financial planning support to both advisors (data collection/input, etc.) and clients ... Client Service Associates. This includes submitting service tasks to the Task Queue as well as ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Utah

Associate Client Advisor information

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How much do associate client advisor jobs pay per hour?

As of Jun 29, 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.

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 Relationship Associate - Providence, UT (onsite)

Client Relationship Associate - Providence, UT (onsite)

EP Wealth Advisors LLC

Providence, UT • On-site

$24.03 - $34.85/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.
Our Providence, Utah office is hiring for a Client Relationship Associate (CRA) who will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication and problem-solving skills. You will join a team of dynamic, collaborative, and client-focused professionals who are focused on delivering on our founding core values: Integrity, Entrepreneurial, Excellence and Community.
Duties and Responsibilities
  • Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting
  • Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements
  • Research and resolve client issues leveraging internal support resources and/or escalate as appropriate to management
  • Manage client meeting scheduling, preparation and participate as needed in client meetings, events and seminars
  • Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing
  • Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls and proactive communication with clients
  • Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards
  • Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner
  • Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers
  • Participate in team projects, business initiatives and engage in training and education opportunities as required

  • Bachelor's Degree required, preferably with a concentration in Business, Finance, Economics, or related field
  • Ideal candidates will have 1-3 years experience working in investment advisory, asset management or a financial services company
  • Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization
  • Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
  • Proficiency using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is valuable

Compensation: pay range is $24.03 - $34.85 (hourly)
What We Offer
We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.
  • 11 Paid Holidays
  • 3 Weeks (PTO)
  • Paid Volunteer Time
  • Flexible Work Schedule
  • Highly subsidized Health, Dental, and Vision Plans
  • 401k Retirement Account with company match contributions
  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
  • Flexible Spending Accounts and Health Savings Accounts
  • Employee Financial Education
  • Employee Educational Expense Reimbursement
  • Employee Charitable Donations
  • Employee Referral Incentives
  • Employee Team Building Activities
  • Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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