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Client Associate Jobs in Orem, UT (NOW HIRING)

Arthur J. Gallagher & Co.

Client Associate

Midvale, UT · On-site

Client Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where ...

Gallagher

Client Associate

Midvale, UT · On-site

Overview As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work alongside experienced ...

Diversify

Client Service Associate

Orem, UT · On-site

$12.50 - $17.50/hr

Client Service Associate Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

Client Service Associate Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the ...

Diversify

Client Service Associate

Orem, UT · On-site

$12.50 - $17.50/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...

Diversify

Client Service Associate

Orem, UT · On-site

$12.50 - $17.50/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

The Role We're hiring a Client Service Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who ...

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

The Role We're hiring a Client Service Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who ...

Diversify

Client Service Associate

Orem, UT · On-site

$40K - $50K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...

Diversify

Client Service Associate

Sandy, UT

$13.75 - $19/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...

Diversify

Client Service Associate

Sandy, UT · On-site

$45K - $50K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...

Elase

Client Coordinator

Spanish Fork, UT · On-site

$16.50 - $22/hr

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

Elase Nationwide

Client Coordinator

Spanish Fork, UT

$16.50 - $22/hr

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

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Orem, UT

Client Associate information

See Orem, UT salary details

$16.1K

$44.3K

$65.6K

How much do client associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client associate in Orem, UT is $44,307.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,800.00 and $53,900.00 per year, depending on experience, location, and employer.

What is a client associate?

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 are the key skills and qualifications needed to thrive as a client associate?

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 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 Orem, UT?

The most popular types of Client jobs in Orem, UT are:

What are popular job titles related to Client Associate jobs in Orem, UT?

For Client Associate jobs in Orem, UT, the most frequently searched job titles are:

What job categories do people searching Client Associate jobs in Orem, UT look for?

The top searched job categories for Client Associate jobs in Orem, UT are:

What cities near Orem, UT are hiring for Client Associate jobs?

Cities near Orem, UT with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Orem, UT as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 16% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $44,307 per year, or $21.3 per hour.

Client Associate

Arthur J. Gallagher & Co.

Midvale, UT • On-site

Other

Posted 26 days ago

Arthur J. Gallagher & Co. rating

7.6

Company rating: 7.6 out of 10

Based on 93 frontline employees who took The Breakroom Quiz

219th of 315 rated insurance

Job description

Client Associate

At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher's clients. You will work alongside experienced team members as you learn the business. Through hands on learning, you will gain the knowledge, skills and abilities to make client-related decisions independently.

How you'll make an impact:

  • Learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business
  • Familiarize yourself with the insurance industry and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables
  • Assist Client Service Managers with the preparation of RFPs, coordinate vendor responses, and create client presentations
  • Observe how to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email
  • Establish positive relationships in your office and support with administrative tasks as needed
  • Maintain up-to-date records in the Document Management System (DMS)
  • Complete all GBS Employee Benefits curriculum and learn from your team

What skills will make me successful in this role?

  • Excellent verbal and written communication skills
  • Actively approach issues that could impact client retention
  • Capable of developing professional relationships with internal and external partners
  • Resilient and adaptable in the face of shifting priorities
  • Seek to learn about your team and help the branch meet their goals
  • Actively seek to develop professional skills
  • Aim to improve personal efficiency and productivity
  • Eager to support the team
  • Interested in building a knowledge of Gallagher tools, systems and shared resources

About You Required: High School diploma/equivalent plus 1 year directly applicable experience. Proficiency in Microsoft Office and basic math skills. Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. Previous experience managing client relationships.

Compensation and benefits At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page. Competitive compensation Comprehensive benefits programs designed to support your well-being Career development opportunities and ongoing learning A collaborative, people-first culture with accessible leadership The opportunity to do meaningful work with global reach and local impact At Gallagher, we are dedicated to building an inclusive and authentic workplace.

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