ZipRecruiter

Log In

1

Client Associate Jobs in Bountiful, UT (NOW HIRING)

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 ...

next page

Showing results 1-20

People also search for

All JobsClient Associate JobsClient Associate Jobs in Bountiful, UT

Client Associate information

See Bountiful, UT salary details

$17.4K

$48K

$71.2K

How much do client associate jobs pay per year?

As of May 31, 2026, the average yearly pay for client associate in Bountiful, UT is $48,043.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $58,400.00 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 job categories do people searching Client Associate jobs in Bountiful, UT look for? The top searched job categories for Client Associate jobs in Bountiful, UT are:
What cities near Bountiful, UT are hiring for Client Associate jobs? Cities near Bountiful, UT with the most Client Associate job openings:
Client Associate jobs near you
Client Service Associate

Client Service Associate

Rho

Salt Lake City, UT

$58K - $65K/yr

Other

Posted yesterday

Job description

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. You will handle inquiries ranging from basic technical issues to complex service questions. This role requires working late evening hours independently, making self-motivation and good judgment essential as you'll be working without immediate backup. This position offers an opportunity to contribute to client satisfaction while developing skills in customer service at a growing company.

This is an in-office position based out of our downtown Salt Lake City office. We have two available schedules M-F (MST): 10:00am-6:00pm and 2:00pm-11:00pm (with a potential to move to a 4/10 shift after 30 days). During training, your schedule will be from 9:00am-5:00pm for the first few weeks of onboarding. Schedules can be subject to change with tenure in the role.

Responsibilities include:

  • Customer issue resolution: Address and resolve standard customer issues via chat, phone, and email during late evening shifts. Apply good judgment when handling cases independently.
  • Service documentation: Document common client issues and resolutions to help build the knowledge base for the team.
  • Feedback collection: Gather client feedback to help identify potential service improvements.
  • Team communication: Effectively document and communicate ongoing issues to the day team for follow-up when needed.
  • Process adherence: Follow established protocols and procedures for client service delivery.

Qualifications include:

  • 2+ years of experience in customer service, specific financial services or startup exposure preferred.
  • Self-motivated with the ability to work independently during late evening hours with minimal supervision.
  • Good judgment and decision-making skills when handling cases solo.
  • Strong communication skills with the ability to explain complex concepts clearly to clients.
  • Basic understanding of finance concepts: banking, credit cards, and accounting principles.
  • Comfortable working in a fast-paced environment and adapting to changing priorities.
  • Bachelor's degree preferred.

Candidates must be able to work independently during these hours with minimal supervision and demonstrate reliable attendance, as you will be the primary point of contact for clients during these times. The salary range for this role is $58,000-65,000. Base salary may vary depending on relevant experience, skills, and business needs.

Diversity is a core value at Rho. We're passionate about building and sustaining an inclusive and equitable environment for all those involved with our mission, including employees, contractors, candidates, customers, and vendors. We believe every member of the Rho community enriches our ability to provide a broad range of ways to understand and engage with the market, identify problems, and drive solutions that align with our mission. We welcome all qualified applications and support each of our Rho'ers with ongoing professional growth opportunities.

Apply