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Client Associate Jobs in Utah (NOW HIRING)

CAPTRUST

Wealth Client Management Associate

Draper, UT

$13.50 - $18.75/hr

CAPTRUST is seeking a Wealth Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...

Rho

Client Service Associate

Salt Lake City, UT

$58K - $65K/yr

Client Service Representative As a client service representative on the client service team, you will support our clients by providing effective and timely assistance over live chat, phone, and email.

CAPTRUST

Wealth Client Management Associate

Draper, UT · On-site

$13.50 - $18.75/hr

CAPTRUST is seeking a Wealth Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...

CAPTRUST

Wealth Client Management Associate

Draper, UT

$13.50 - $18.75/hr

CAPTRUST is seeking a Wealth Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants ...

Franklin Covey

SMB Client Partner

Salt Lake City, UT · Remote

$110/hr

With more than 2,000 global associates, FranklinCovey transforms organizations by partnering with ... Client Partner - SMB Division & Department: Enterprise Client Success Status: Full-Time Exempt ...

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Client Associate information

See Utah salary details

$16.8K

$46.4K

$68.7K

How much do client associate jobs pay per year?

As of May 31, 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 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.

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 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.

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 job categories do people searching Client Associate jobs in Utah look for? The top searched job categories for Client Associate jobs in Utah are:
What cities in Utah are hiring for Client Associate jobs? Cities in Utah with the most Client Associate job openings:
What are popular job titles related to Client Associate jobs in UT? For Client Associate jobs in UT, the most frequently searched job titles are:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Utah as of May 2026, with employment types broken down into 1% As Needed, 77% Full Time, 14% Part Time, 1% Temporary, and 7% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $46,397 per year, or $22.3 per hour.
Wealth Client Management Associate

Wealth Client Management Associate

CAPTRUST

Draper, UT

$13.50 - $18.75/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Management Associate who will use specialized knowledge and skills, obtained through experience and/or formal training, to assist Client Management Consultants (CMCs) in providing excellent client service. The candidate for this role provides day-to-day support, project management assistance, and partners with the CMC to research and resolve issues. The candidate also recommends solutions to moderately complex problems. Primary responsibilities may include the following, among others:
Responsibilities
  • Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions, and responding to ad hoc requests
  • Work closely with CMCs to prepare quarterly reviews, proposals, and other client-related materials; this includes preparing the documents, printing, binding, and mailing
  • Maintain updated client contact information within the CRM system (CAPCONNECT); assist with ongoing CAPCONNECT maintenance including gathering and uploading documents to SharePoint records
  • Handles Client Service functions including new account paperwork, mailing correspondence, reports, and contracts
  • Assist CMCs with various client onboarding and recurring tasks
  • Partners with associates from various offices firm-wide
  • Greet office guests in a professional, friendly, and hospitable manner
  • Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
  • Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
Qualifications
Minimum Qualifications:
  • Completion of a four-year degree from an accredited university or 0-2 years of relevant experience
  • Investment industry experience a plus
Desired Qualifications/Skills:
  • Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
  • Excellent math skills and the ability to quickly grasp financial and investment concepts
  • Positive attitude and a team player
  • Energized by change and ability to think "outside the box" regarding process
  • Flexibility to handle changing priorities, pressure, and short deadlines
  • Self-motivated; ability to work well independently and with others
  • A high standard of professionalism
  • Notable attention to detail
  • Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
  • Exceptional written and verbal communication skills
WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)
WHERE will you be working?
13961 Minuteman Dr #300 | Draper, UT 84020
OR
2375 E Camelback Rd # 700 | Phoenix, AZ 85016
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.

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