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Client Associate Jobs in Sandy, UT (NOW HIRING)

About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize ...

Client Service Representative

Sandy, UT ยท On-site

$15.25 - $20.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Client Service Representative

Sandy, UT ยท On-site

$15.25 - $20.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Client Service Coordinator

West Valley City, UT ยท On-site

$17.25 - $22.50/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. The Client Service ...

Associate

Salt Lake City, UT ยท On-site

$155K - $195K/yr

The Associate position is a pivotal consultative role designed to support various functions within ... Experience in customer service or client-facing roles. * Knowledge of industry trends and best ...

Associate

Salt Lake City, UT ยท On-site

$155K - $175K/yr

The Associate position is a pivotal consultative role designed to support various functions within ... Experience in customer service or client-facing roles. * Knowledge of industry trends and best ...

Client Service Coordinator

Sandy, UT ยท On-site

$17 - $22.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...

Associate

Salt Lake City, UT ยท On-site

$155K - $195K/yr

The Associate position is a pivotal consultative role designed to support various functions within ... Experience in customer service or client-facing roles. * Knowledge of industry trends and best ...

Associate

Salt Lake City, UT ยท On-site

$155K - $175K/yr

The Associate position is a pivotal consultative role designed to support various functions within ... Experience in customer service or client-facing roles. * Knowledge of industry trends and best ...

Associate

Salt Lake City, UT ยท 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 ...

Client Service Coordinator

Sandy, UT ยท On-site

$17 - $22.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...

Showing results 41-60

Client Associate information

See Sandy, UT salary details

$17.6K

$48.4K

$71.7K

How much do client associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for client associate in Sandy, UT is $48,430.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $58,900.00 per year, depending on experience, location, and employer.

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 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.

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 Sandy, UT? The most popular types of Client jobs in Sandy, UT are:
What job categories do people searching Client Associate jobs in Sandy, UT look for? The top searched job categories for Client Associate jobs in Sandy, UT are:
What cities near Sandy, UT are hiring for Client Associate jobs? Cities near Sandy, UT with the most Client Associate job openings:
Infographic showing various Client Associate job openings in Sandy, UT as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $48,430 per year, or $23.3 per hour.

Client Experience Manager

Exela Enterprise Solutions, Inc.

Salt Lake City, UT โ€ข On-site

$60K/yr

Full-time

Posted 21 days ago


Job description

Job Description
About the Role:
As a Client Experience Manager with a focus on Mailroom Management, you will play a crucial role in ensuring the successful delivery of services to our clients. You will oversee the execution of service delivery processes, manage client relationships, and drive continuous improvement initiatives to enhance service quality and efficiency. This role requires strong leadership skills, effective communication, and a focus on meeting client expectations while adhering to service level agreements (SLAs).
Responsibilities include, but are not limited to:
  • Understand the business requirements and unique culture of our client's business
  • Serve as point of contact for our customer and remote centers
  • Ensure client service level requirements are met
  • Develop proactive and corrective action plans to meet the demands of the business
  • Provide effective communication to direct reports
  • Partner across our organization to ensure the needs of our client are exceeded
  • Develop and Mentor for individual growth development
  • Reporting generation and review
  • Support internal Billing
  • Remote site management

Key Functions include, but are not limited to:
  • Ability to manage multiple and diverse services; driving and delivering high levels of client satisfaction
  • Drive Key Performance Indicators, Service Level Agreements, Metrics, Scorecards, and Cost Savings Initiatives
  • Support, lead, and manage client initiatives and requirements
  • Achieve Accounts(s) revenue and provide Financial Oversight (Invoicing, Budget Attainment and Cost Controls)
  • Provide operating expertise and guidance to front-line associates on matters regarding operations, quality, and customer care.
  • Ensure Quality Control measures are correctly developed, implemented and monitored to support operation
  • Capitalize on new or expanded services opportunities
  • Support positive and professional work environment through effective coaching and mentoring for the development of staff
  • Demonstrate commitment to company efforts to achieve a diverse workforce
  • Sound judgment and logical decision-making to meet expectations of project scope and deadlines
  • Contribution and delivery of Quarterly Business Reviews

Qualifications:
  • 2-year college degree or Equivalent

Skills:
  • Minimum of 2-3 years of front-line management experience
  • Excellent Client Services Skills in a Corporate Environment
  • Experience in Mail services and screening a plus
  • Strong written and oral communication skills
  • Self-Starter, takes initiative
  • Strong sense of urgency
  • Comfortable with technology: Microsoft Office and tracking applications
  • Supports a Team-based philosophy
  • Exhibits exceptional decision making and judgment
  • Multi-task on several application platforms

"The pay range for this position starts at $60,000 annually; however, base pay offered may vary depending on job-related knowledge, skills, and experience. Bonus opportunities may be provided as part of the compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position offered