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Associate Client Advisor Jobs in Utah (NOW HIRING)

KeyBank

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 ...

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 ...

H&R Block

Block Advisor Tax Advisor

Salt Lake City, UT · On-site

Build year-round client relationships * Provide tax preparation, tax audit support and tax planning ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Provo, UT · On-site

Build year-round client relationships * Provide tax preparation, tax audit support and tax planning ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Salt Lake City, UT · On-site

Build year-round client relationships * Provide tax preparation, tax audit support and tax planning ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

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Associate Client Advisor information

See Utah salary details

$10

$23

$41

How much do associate client advisor jobs pay per hour?

As of Jun 30, 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
KPB Client Relationship Assoc

KPB Client Relationship Assoc

KeyBank

Salt Lake City, UT • On-site

$25 - $38.46/hr

Full-time

Posted 13 days ago

Key responsibilities

  • Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.

  • Coordinate and support client onboarding processes, including new account opening, data entry, and providing advisor and client support.

  • Own follow up after client meetings on takeaways and next steps.

KeyBank rating

8.3

Company rating: 8.3 out of 10

Based on 94 frontline employees who took The Breakroom Quiz

35th of 144 rated banks

Job description

Location:
36 South State Street, Salt Lake City Utah
Job Summary
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
  • Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
  • Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
  • Owns follow up after client meetings on takeaways and next steps.
  • Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
  • Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
  • Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents.
  • Coordinate officer transitions when team members transition on or off the KPB sales team.
  • Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
  • Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
  • Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
  • Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
  • Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
  • Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
  • Works with team to plan and manage client events, attending as needed.
  • Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree or equivalent experience (preferred)

Work Experience
  • A minimum of 3 years of related work experience or equivalent combination of work/educational background (required)

Skills
  • General knowledge of financial services and wealth management.
  • Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
  • Ability to exercise discretion due to accessing and handling highly sensitive information.
  • Ability to learn and use proprietary software, databases, and systems.
  • Proficient in all Microsoft Office Applications.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/17/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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