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Client Associate Jobs in Bountiful, UT (NOW HIRING)

Standish Management

Associate

Salt Lake City, UT

$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 ...

HUB

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

HUB

Client Service Coordinator

Sandy, UT

$17 - $22.25/hr

Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

Porter Law Firm

Associate Attorney

Ogden, UT

$95K - $125K/yr

Associate Attorney - Family Law Porter Law Firm | Ogden, Utah Salary: $95,000 - $125,000 + Bonus ... We're a growing, client-centered firm in Ogden that's committed to personalized service and ...

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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 Jul 14, 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 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 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
Wealth Service Associate - Salt Lake City

Wealth Service Associate - Salt Lake City

Zions Bancorporation

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Zions Bancorporation rating

8.6

Company rating: 8.6 out of 10

Based on 44 frontline employees who took The Breakroom Quiz

28th of 149 rated banks

Job description

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Role Summary
The Wealth Service Associate plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. The CASA is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle. This role will be located at our downtown Salt Lake City, UT location.
General Responsibilities
  • Deliver client service aligned to defined segmentation models.
  • Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions.
  • Participate in continuous training and development programs based on a tiered skills matrix.
  • Contribute to a culture of recognition, feedback, and shared accountability.
  • Support the implementation of best practices and standardized processes through a centralized resource center.
  • Assists wealth management advisors and planners in managing and building client relationships.
  • Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing.
  • Assists clients, advisors and planners with tactical questions and resolving client account issues.
  • Performs various functions associated with account governance, compliance, and regulatory requests.
  • Other duties as assigned.

Qualifications
  • Requires High School diploma or equivalent and some years of account servicing, sales, customer service in the financial services industry or other directly related experience.
  • A combination of experience and education may meet job requirements.
  • College degree preferred.
  • Series 7 & 66, (63/65) preferred, life and health within the first 180 days of employment also preferred.
  • Basic knowledge of financial services industry and products.
  • Must have good customer service skills and demonstrate client empathy.
  • Solid oral and written communication skills to create relationships with clients.
  • Must be detail oriented and be able to work well under pressure and meet deadlines.
  • Ability to resolve client account issues.
  • Proficient in office software applications.
  • Strong aptitude for learning and applying new technologies (e.g., Salesforce FSC, data analytics tools, Copilot, etc).
  • Demonstrated ability to work within a team-based service model and contribute to a culture of achievement, commitment, excellence, and synergy.
  • Commitment to continuous learning and professional development through structured training tiers.
  • Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.

Work Location:
This position can is located in our downtown Salt Lake City, UT office
Values & Culture
At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member's career journey.
Benefits
  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 12 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products

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