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

iCapital

Client Delivery Specialist

Salt Lake City, UT · On-site

$75K - $85K/yr

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 ...

Dentist Advisors

Client ServiceAssociate

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 ...

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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 6, 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.

Senior Associate, Client Services - Operations

Agupdate

Salt Lake City, UT • On-site

$90 - $130/hr

Other

This job post has expired today. Applications are no longer accepted.

Job description

Senior Associate, Client Services - Operations with Goldman Sachs & Co. LLC in Salt Lake City, Utah. Holistic ownership and understanding of client accounts from a Goldman Sachs Asset & Wealth Management Operations perspective by coordinating client issues across all operations teams supporting Retail Separately Managed Accounts. Act as a point of contact for Asset & Wealth Management Operations. Requires: Master’s degree (U.S. or foreign equivalent) in Business Administration, Management Information Systems, Finance, Business Analytics or a related field and one (1) year of experience in job offered or a related role OR Bachelor’s degree (U.S. or foreign equivalent) in Business Administration, Management Information Systems, Finance, Business Analytics or a related field and three (3) year of experience in job offered or a related role. Prior work experience must include one (1) year of experience (with a Master’s) or three (3) years of experience (with a Bachelor’s) with each of the following: extracting client investment data and running financial analysis across multiple systems, applying appropriate analytical methods to identify key drivers, validate results, and maintain financial ledger accuracy; managing time‑sensitive projects with consistent delivery quality, track requirements, document progress, and ensure adherence to established deliverable timelines; identifying and implementing work automation opportunities using low code platforms (such as Alteryx, Tableau, SQL etc.) to reduce manual processes and mitigate operational risk; identify and evaluate opportunities to improve efficiency and streamline operational workflows, and building ETL (Extract, Transform, Load) data flows to ingest data into data visualization tools (Excel, Tableau etc.); utilize MS Office tools, including Outlook, to effectively communicate and manage Portfolio Management/Sales queries; ensure execution of supervisory controls and accurate completion of Close‑of‑Day processes, conducting detailed reviews of workflows completion, reconciliation outputs, and risk‑based scenarios to maintain process integrity; and triaging live portfolio administration and trade support scenarios ensuring accurate and timely middle‑office processing. Job Code: 10171556. ©The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran status, disability, or any other characteristic protected by applicable law.

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