Tax Associate
Santaquin, UT · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Santaquin, UT · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Pleasant Grove, UT · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Pleasant Grove, UT · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Draper, UT · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Draper, UT · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Springville, UT · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Springville, UT · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Provo, UT · On-site
$55K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Provo, UT · On-site
$55K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Springville, UT · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Springville, UT · On-site
$54K - $72K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Provo, UT · On-site
$56K - $74K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Provo, UT · On-site
$56K - $74K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Payson, UT · On-site
$53K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Payson, UT · On-site
$53K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Lehi, UT · On-site
$54K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Lehi, UT · On-site
$54K - $73K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Spanish Fork, UT · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Spanish Fork, UT · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Orem, UT · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Orem, UT · On-site
$50K - $67K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Saratoga Springs, UT · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Tax Associate
Saratoga Springs, UT · On-site
$52K - $70K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work ...
Client Service Representative
Woodland Hills, UT · Hybrid
$33.65/hr
Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits REPORTS TO ... Associate's or Bachelor's degree preferred * Bilingual English and Spanish preferred * Experience ...
Client Service Representative
Woodland Hills, UT · Hybrid
$33.65/hr
Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits REPORTS TO ... Associate's or Bachelor's degree preferred * Bilingual English and Spanish preferred * Experience ...
Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Operations Associate - Part Time
Saratoga Springs, UT · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Part Time
Saratoga Springs, UT · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: • Converse virtually with clients, weaving financial ...
Through providing personalized benefits solutions, you'll be the architect of your client's security tomorrow. In this role, you can expect to: • Converse virtually with clients, weaving financial ...
Operations Associate - Part Time
Orem, UT · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Operations Associate - Part Time
Orem, UT · On-site
$18 - $20.50/hr
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. From inventory management to visual merchandising ...
Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
Cultivate client bonds that stand the test of time. Ride the crest of industry trends, fortifying your knowledge. Work alongside a dynamic remote team, where collaboration is the heartbeat of success.
The Associate Provost oversees the management and coordination of key engaged learning programs, ensuring they are thoughtfully integrated, effective, and aligned with university-wide goals. The ...
The Associate Provost oversees the management and coordination of key engaged learning programs, ensuring they are thoughtfully integrated, effective, and aligned with university-wide goals. The ...
Retail Sales Associate
$13 - $15/hr
Retail Sales Associate Overview Since 1945, our client has built a strong foundation through teamwork, efficient systems, and a commitment to continuous improvement. Their passion is reflected in ...
Quick apply
Retail Sales Associate
$13 - $15/hr
Retail Sales Associate Overview Since 1945, our client has built a strong foundation through teamwork, efficient systems, and a commitment to continuous improvement. Their passion is reflected in ...
Client Associate information
See Spanish Fork, UT salary details
$16.7K - $21.4K
3% of jobs
$21.4K - $26.1K
1% of jobs
$26.1K - $30.7K
9% of jobs
$30.7K - $35.4K
6% of jobs
$37K is the 25th percentile. Wages below this are outliers.
$35.4K - $40.1K
16% of jobs
$40.1K - $44.8K
11% of jobs
The median wage is $46.4K / yr.
$44.8K - $49.4K
11% of jobs
$49.4K - $54.1K
14% of jobs
$55.4K is the 75th percentile. Wages above this are outliers.
$54.1K - $58.8K
15% of jobs
$58.8K - $63.5K
11% of jobs
$63.5K - $68.1K
3% of jobs
$16.7K
$46K
$68.1K
How much do client associate jobs pay per year?
As of Sep 7, 2026, the average yearly pay for client associate in Spanish Fork, UT is $45,999.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,100.00 and $56,000.00 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?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer 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 Spanish Fork, UT look for?
The top searched job categories for Client Associate jobs in Spanish Fork, UT are:
What cities near Spanish Fork, UT are hiring for Client Associate jobs?
Cities near Spanish Fork, UT with the most Client Associate job openings:
H&R Block rating
5.7
Based on 295 frontline employees who took The Breakroom Quiz
149th of 154 rated financial services
Job description
About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
Required Qualifications
Preferred Qualifications
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job
Stimson-48856-GRAND JUNCTION CO
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
- Meet with clients to gather information and understand their tax situation
- Prepare complete and accurate tax returns with training and support from experienced teammates
- Explain tax information clearly and provide recommendations in a way clients can easily understand
- Identify tax savings opportunities and recommend relevant products and services
- Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
- Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach
Required Qualifications
- Successful completion of the H&R Block Income Tax Course1
- Experience interacting with customers or clients in a service-oriented environment
- Strong communication skills, including explaining information clearly and asking questions to understand needs
- Problem-solving skills, including organizing information and identifying solutions
- Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
- High school diploma / GED/ equivalent
Preferred Qualifications
- Bachelor's degree in accounting, finance, or a related field
- Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
- Experience asking questions and recommending solutions based on customer needs
- Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
- Availability to work evenings and weekends during tax season
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job
Stimson-48856-GRAND JUNCTION CO
What H&R Block employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About H&R Block
Sourced by ZipRecruiter
H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.
Industry
Accounting services, it services and finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Kansas City, MO, US