1

Client Associate Jobs in Utah (NOW HIRING)

Client Coordinator

Alpine, UT

$17.25 - $23.25/hr

Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...

Client Coordinator

Alpine, UT ยท On-site

$17.25 - $23.25/hr

Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...

next page

Showing results 1-20

Client Associate information

See Utah salary details

$16.8K

$46.4K

$68.7K

How much do client associate jobs pay per year?

As of Jun 22, 2026, the average yearly pay for client associate in Utah is $46,397.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $56,400.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

How does a Client Associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Utah? The most popular types of Client jobs in Utah are:
What are popular job titles related to Client Associate jobs in Utah? For Client Associate jobs in Utah, the most frequently searched job titles are:
What cities in Utah are hiring for Client Associate jobs? Cities in Utah with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Utah as of June 2026, with employment types broken down into 77% Full Time, 22% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,397 per year, or $22.3 per hour.
RCM Client Services Associate

RCM Client Services Associate

AdvancedMD

South Jordan, UT โ€ข Hybrid

Other

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago


Job description

AdvancedMD
AdvancedMD is a unified cloud suite of medical office software hosted on Amazon Web Services/AWS including practice management, electronic health records, and patient engagement, and offers managed medical billing services for independent practices. AdvancedMD serves an expansive national footprint of 65,000 practitioners across 14,000 practices and 900 independent medical billing companies. 8.8M insurance claims are processed every month on the AdvancedMD billing platform!
Role Summary
Are you a collaborative problem solver who thrives on helping clients succeed while working as part of a close-knit, high-performing team? AdvancedMD is seeking a dedicated RCM Client Services Specialist to serve as the first point of contact for our Revenue Cycle Management (RCM) clients. In this dynamic role, you'll combine technical support expertise, medical billing knowledge, and strong communication skills to resolve client inquiries, guide them through software functionality, and ensure smooth billing operations.
You'll be part of a team that values coordination, shared goals, and mutual support-working together to deliver consistent, professional client experiences. Through extensive training and ongoing development, you'll build deep knowledge of the AdvancedMD software suite, RCM policies, and compliance standards, equipping you to provide effective solutions and train clients with confidence.
This is an exciting opportunity to contribute to the success of a healthcare technology leader while growing your expertise in both software support and medical billing. If you are a proactive, detail-oriented team player who thrives in a collaborative environment and is passionate about delivering excellent customer service, we want to hear from you.
Essential Job Duties:
  • Analyze customer service needs and respond in real time to inbound calls and online cases, resolving software and billing inquiries with a focus on first-call resolution
  • Troubleshoot and research reported problems, leveraging knowledge base and team resources
  • Collaborate with Subject Matter Experts when necessary to help determine the best possible outcomes
  • Embody the culture of client success and OWN the client experience
  • Communicate clearly and professionally in all verbal and written interactions with clients and internal teams and document in a timely manner per approved processes
  • Gather and document potential software bugs to upper-level Tier 2 Support when applicable
  • Maintain and document records daily for each customer interaction within approved database
  • Complete basic rebill requests as needed utilizing documented processes. Direct inquiries to Accounts Receivable Specialists when necessary
  • Follow up on all unresolved customer inquiries in a timely manner to provide status updates or resolutions
  • Update and continue research on any open case with status updates every 72 hours at minimum
  • Perform other duties as needed and directed by Manager or Team Lead
Qualifications:
  • High School Diploma or equivalent required
  • Availability to work an assigned 8-hour shift Mon. - Fri. 6am-6pm MT with flexibility to alter normal shift hours at times to help with quarterly software releases or team coverage
  • Must be dependable with excellent previous work attendance and minimal callouts
  • Ability to work in a hybrid in-office setting two days per week & home office location setting the remaining days of the week. Home office requirement for high-speed internet, dual monitors, keyboard/mouse, and a designated/private location for HIPAA requirements must be met. (Full-time remote possible for out-of-state or long-distance applicants.)
  • Basic computer skills with strong aptitude for learning computer software systems and a minimum 45-50 WPM typing speed
  • Minimum of one year of work experience in a medical office environment, software related customer service, IT or Support Desk role
  • Ability to troubleshoot PC related problems with knowledge of Windows products, MS Office Suite, NetSuite, and IOS knowledge helpful
  • Ability to learn and understand proprietary software and basic medical insurance billing as well as established RCM processes and procedures
What Will Make us LOVE You
  • Basic medical billing knowledge with experience in rebilling claims a plus
  • Ability to listen to and understand client requests or inquiries to respond appropriately
  • Excellent verbal and written communication skills, particularly phone and email correspondence with a strong emphasis on excellent listening skills in the process
  • Ability to complete and fully document basic and intermediate level research
  • Ability to analyze information and use logic to address client issues and problems
  • Ability to work independently and as part of a team as a contributing collaborator
Life at AdvancedMD: The BURST Way to Be - Learn more about our Company culture.
  • Be Intentional - We act with clarity, focus, and purpose in everything we do.
  • Urgency with Purpose - We move fast on what matters and deliver meaningful results.
  • Respect Always - We lead with integrity, value every voice, and build each other up.
  • Strive for Greatness - We set high standards, embrace innovation, and never stop improving.
  • Together with Clients - We collaborate deeply, build trusted partnerships, and win as one team.
About AdvancedMD
AdvancedMD, now part of the Francisco Partners ("FP") portfolio, revolutionized medical office software in 1999 with the introduction of the industry's first true cloud solution. Today, the company continues to lead HealthTech innovation with a complete cloud suite of smart applications that work in unison, accelerating collaborative workflow for every role of the practice. With AdvancedMD, medical office staff are empowered to thrive in the online age of healthcare and value-based reimbursement with essential clinical, financial, patient engagement and reputation management applications that are unified and available anytime, anywhere on any device. AdvancedMD strives to be the technology heartbeat of healthcare for providers, patients, and payors for a healthier world. For more information on AdvancedMD, please visit www.advancedmd.com.
Work Environment
  • Hybrid office arrangement in the South Jordan, Utah office location. In Office training, with opportunity to work up to a flexible hybrid format. Remote work is contingent upon individual role, team structure and alignment to role KPIs.
What We Offer:
  • Competitive compensation and total rewards benefits
  • Comprehensive health, dental, and vision insurance
  • 401(k) with generous company match
  • Paid time off and holidays
  • Hybrid and remote work opportunities
  • Career growth and development support
  • Collaborative, team-oriented culture

Privacy Notices for Team Members and Job Applicants