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Client Associate Jobs in Utah (NOW HIRING)

Family Haven

Client Account Assistant

Orem, UT · On-site

Client Account Assistant As a Client Account Assistant, you will work alongside our Administrative Assistants at the front desk, serving as the primary point of contact for clients with account ...

Standish Management

Associate

Salt Lake City, UT · On-site

$60K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

Kellton Tech

Client Support Analyst

South Jordan, UT · On-site

Processing incoming and outgoing paperwork including mail and facsimiles; support client service associates and operational personnel; checking inbound client documents for accuracy, notating all ...

Standish Management

Associate

Salt Lake City, UT · On-site

$60K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... These responsibilities range from data entry into the client reporting software to compiling ...

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All JobsClient Associate JobsClient Associate Jobs in Utah

Client Associate information

See Utah salary details

$16.8K

$46.4K

$68.7K

How much do client associate jobs pay per year?

As of Jul 14, 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 jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

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 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 Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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 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
SCT Associate Relationship Manager

SCT Associate Relationship Manager

UMB Financial Corporation

Salt Lake City, UT • On-site

$51K - $62K/yr

Full-time

Re-posted 4 days ago

Job description

UMB's Specialty Corporate Trust team offers a variety of trust services to the structure finance world for aviation, rail and real estate. We work with customers based all across the world to onboard their business and administer the trust transactions. Our team supports UMB by bringing in direct revenue to the bank in the way of fee revenue and interest income. We offer a niche product and service offering and our team is known around the world as one of a few specialty trust departments that can onboard and administer this unique group of products.
The SCT Aviation Associate Relationship Manager role supports the Specialty Corporate Trust team by partnering with the Relationship Managers on client support, including new account set-up, account updates, client invoicing, document control, and administrative support.
Working in the Specialty Corporate Trust group can be fun and exciting. It is often fast paced and has monthly deadlines that we rally around. It is an environment where the associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry and many associates have 10-30 years of experience working these types of deals. We are always happy to share their knowledge and help those around them grow!
How you'll spend your time:
  • You will process large volume of money movement in formats such as such as ACH, Wire and Swift/ISO.
  • You will supports Relationship Management with managing a book of business for a defined set of clients.
  • You will build and maintain accurate excel workbooks to maintain financial loan schedules.
  • You will use your customer service skills to communicates with high profile clients located worldwide surrounding trust related matters.
  • You will perform daily account reconciliation to ensure trust portfolios are balanced in accordance with trust documents.

We're excited to talk with you if:
  • Bachelor's degree or equivalent work experience
  • 2-4 years relevant experience

This position was posted on 07/10/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.
Compensation Ranges:
$51,291 - $62,689
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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