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Associate Client Advisor Jobs in Utah (NOW HIRING)

H&R Block

Block Advisor Tax Advisor

Provo, UT · On-site

This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is ... Circular 230 associates can provide audit representation * Grow your tax expertise * 5+ years of ...

H&R Block

Block Advisor Tax Advisor

Salt Lake City, UT · On-site

This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is ... Circular 230 associates can provide audit representation * Grow your tax expertise * 5+ years of ...

H&R Block

Block Advisor Tax Advisor

Salt Lake City, UT · On-site

This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is ... Circular 230 associates can provide audit representation * Grow your tax expertise * 5+ years of ...

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Associate Client Advisor information

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$10

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$41

How much do associate client advisor jobs pay per hour?

As of May 31, 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 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 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 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
Infographic showing various Associate Client Advisor job openings in Utah as of May 2026, with employment types broken down into 97% Full Time, and 3% Part Time. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $49,107 per year, or $23.6 per hour.
Wealth Management Client Account Services Associate - Salt Lake City

Wealth Management Client Account Services Associate - Salt Lake City

Zions Bancorporation

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago

Zions Bancorporation rating

8.6

Company rating: 8.6 out of 10

Based on 44 frontline employees who took The Breakroom Quiz

22nd of 141 rated banks

Job description

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Role Summary
The Wealth Client Account Service Associate (CASA) plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. The CASA is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle. This role will be located at our downtown Salt Lake City, UT location.
General Responsibilities
  • Deliver client service aligned to defined segmentation models.
  • Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions.
  • Participate in continuous training and development programs based on a tiered skills matrix.
  • Contribute to a culture of recognition, feedback, and shared accountability.
  • Support the implementation of best practices and standardized processes through a centralized resource center.
  • Assists wealth management advisors and planners in managing and building client relationships.
  • Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing.
  • Assists clients, advisors and planners with tactical questions and resolving client account issues.
  • Performs various functions associated with account governance, compliance, and regulatory requests.
  • Other duties as assigned.

Qualifications
  • Requires High School diploma or equivalent and some years of account servicing, sales, customer service in the financial services industry or other directly related experience.
  • A combination of experience and education may meet job requirements.
  • College degree preferred.
  • Series 7 & 66, (63/65) preferred, life and health within the first 180 days of employment also preferred.
  • Basic knowledge of financial services industry and products.
  • Must have good customer service skills and demonstrate client empathy.
  • Solid oral and written communication skills to create relationships with clients.
  • Must be detail oriented and be able to work well under pressure and meet deadlines.
  • Ability to resolve client account issues.
  • Proficient in office software applications.
  • Strong aptitude for learning and applying new technologies (e.g., Salesforce FSC, data analytics tools, Copilot, etc).
  • Demonstrated ability to work within a team-based service model and contribute to a culture of achievement, commitment, excellence, and synergy.
  • Commitment to continuous learning and professional development through structured training tiers.
  • Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.

Values & Culture
At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member's career journey.
Benefits
  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products

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