ZipRecruiter

Log In

1

Client Associate Jobs in West Jordan, UT (NOW HIRING)

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 ...

IMA Financial Group

Client Manager

Salt Lake City, UT · On-site

Reviews work completed by Client Associates before delivery to clients. * Resolves claims, billing, and eligibility issues while coordinating with internal support teams. * May coach peers or guide ...

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 ...

IMA Financial Group

Client Manager

Salt Lake City, UT · On-site

Reviews work completed by Client Associates before delivery to clients. * Resolves claims, billing, and eligibility issues while coordinating with internal support teams. * May coach peers or guide ...

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 ...

R1 RCM

Client Delivery Associate

Salt Lake City, UT · On-site

$46K - $72K/yr

Remote, USA Full time R260000005811 The Client Delivery Associate supports R1's Revenue Performance Services, including DRG Validation and Charge Capture solutions. This role assists with internal ...

previous pagenext page

Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in West Jordan, UT

Client Associate information

See West Jordan, UT salary details

$17.3K

$47.6K

$70.5K

How much do client associate jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client associate in West Jordan, UT is $47,580.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $57,900.00 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 West Jordan, UT?

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

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

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

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

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

Client Associate jobs near you
Infographic showing various Client Associate job openings in West Jordan, UT as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, and 4% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $47,580 per year, or $22.9 per hour.

Client Service Associate

Dentist Advisors

Holladay, UT • On-site

$14 - $19.25/hr

Full-time

Re-posted 4 days ago

Job description

About Us
Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country.
We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you.
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 enjoys organization, communication, and being a key part of a client-focused team. You'll work closely with advisors to maintain client data, assist with onboarding, and ensure clients receive timely, accurate support.
This role can also be a strong starting point for someone building toward a career as a financial advisor. If you're pursuing (or considering) your CFP® certification, you'll get exposure to real planning work and mentorship from senior advisors as you grow your skills and experience.
What You'll Do
  • Assist advisors with daily administrative and client-related tasks

  • Facilitate new client onboarding, including gathering information and preparing required documentation

  • Maintain and update each client's dashboard and financial scorecard

  • Audit, organize, and process quarterly financial reports

  • Communicate with clients to request, collect, and update personal documents

  • Organize and maintain client files in Box and ensure documentation is complete and accurate

  • Support internal data requests and help enhance workflows as our team grows

What Makes You a Great Fit
Personality
  • You're interested in financial services and excited to grow your career in client support or advisory operations, with an interest in eventually becoming a financial advisor

  • You thrive in a fast-paced environment and adapt easily as needs change

  • You take initiative, solve problems independently, and stay one step ahead of what needs to be done

  • You're highly organized, detail-oriented, and able to juggle multiple tasks without losing focus

  • You enjoy building relationships, collaborating with your team, and creating a positive experience for clients

Skills & Qualifications
  • Strong written and verbal communication skills

  • Excellent organization and time-management abilities

  • Experience working in a deadline-driven environment

  • Ability to work both independently and as part of a team

  • Familiarity with financial services, client service roles, or professional office settings

  • Comfortable learning new systems and managing data accurately

  • A BA/BS degree in a related field

Bonus Points
  • CFP® certification, or actively working toward it

  • Experience or interest in financial planning, financial operations, or client service in a professional services firm

  • Familiarity with Salesforce, eMoney, Black Diamond, or Charles Schwab

Apply