Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... client interactions. * Participate in continuous training and development programs based on a ...
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... client interactions. * Participate in continuous training and development programs based on a ...
Client Service Associate 2
Salt Lake City, UT ยท On-site
$14 - $19.25/hr
Partner with internal teams to surface client needs, support system improvements, and advance state business development. * Take initiative to evaluate current processes, identify gaps, and recommend ...
Client Service Associate 2
Salt Lake City, UT ยท On-site
$14 - $19.25/hr
Partner with internal teams to surface client needs, support system improvements, and advance state business development. * Take initiative to evaluate current processes, identify gaps, and recommend ...
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... client interactions. * Participate in continuous training and development programs based on a ...
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... client interactions. * Participate in continuous training and development programs based on a ...
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... client interactions. * Participate in continuous training and development programs based on a ...
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... client interactions. * Participate in continuous training and development programs based on a ...
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... client interactions. * Participate in continuous training and development programs based on a ...
Role Summary The Wealth Service Associate plays a pivotal role in delivering a consistent and ... client interactions. * Participate in continuous training and development programs based on a ...
Associate Strategic Development Manager (SDM) As an Associate SDM, you'll be part of a purpose ... Identify client needs and collect appropriate products/services for client needs. * Deal ...
Associate Strategic Development Manager (SDM) As an Associate SDM, you'll be part of a purpose ... Identify client needs and collect appropriate products/services for client needs. * Deal ...
Client Success Manager, Associate
Sandy, UT ยท On-site
We are committed to your growth and development, and your entire employee experience. We recognize ... Client Success Management The Client Success Management (CSM) organization provides ongoing ...
Client Success Manager, Associate
Sandy, UT ยท On-site
We are committed to your growth and development, and your entire employee experience. We recognize ... Client Success Management The Client Success Management (CSM) organization provides ongoing ...
We are committed to your growth and development, and your entire employee experience. We recognize ... Client Success Management: The Client Success Management (CSM) organization provides ongoing ...
We are committed to your growth and development, and your entire employee experience. We recognize ... Client Success Management: The Client Success Management (CSM) organization provides ongoing ...
Client Support Analyst
South Jordan, UT ยท On-site
... service associates and operational personnel; checking inbound client documents for accuracy ... Prefer a 4-year college degree and an interest in career development. Top Skills Manager is Looking ...
Quick apply
Client Support Analyst
South Jordan, UT ยท On-site
... service associates and operational personnel; checking inbound client documents for accuracy ... Prefer a 4-year college degree and an interest in career development. Top Skills Manager is Looking ...
Treasury Management Associate
$65K - $70K/yr
Associate's degree or Bachelor's degree in Business, Finance, Accounting, or a related field ... development, and successful management of commercial client relationships. Regular Duties and ...
Treasury Management Associate
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Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Proven relationship building and business development skills Desired Skills: * Bachelor's degree or ...
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... Associate with 1+ of years of experience to join the firm's expanding practice. This position is ... development and to have courtroom experience and client contact, while working in a collaborative ...
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Payer Dev, Git & ML-Ops Engineer, Senior Associate
Salt Lake City, UT ยท On-site
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These individuals analyse client needs, develop operational strategies, and offer guidance and ... As a Senior Associate, you will analyze complex problems, mentor junior team members, and maintain ...
Payer Dev, Git & ML-Ops Engineer, Senior Associate
Salt Lake City, UT ยท On-site
$77K - $202K/yr
These individuals analyse client needs, develop operational strategies, and offer guidance and ... As a Senior Associate, you will analyze complex problems, mentor junior team members, and maintain ...
Client Service Coordinator
Sandy, UT ยท On-site
$17 - $22.25/hr
Associate's or Bachelor's degree in Finance, Business, or a related field Benefits HUB ... Professional development and continuing education support * Licensing reimbursement and study ...
Client Service Coordinator
Sandy, UT ยท On-site
$17 - $22.25/hr
Associate's or Bachelor's degree in Finance, Business, or a related field Benefits HUB ... Professional development and continuing education support * Licensing reimbursement and study ...
Does financial data excite you? We're looking for a Wealth Strategy Associate to: assist financial ... client relationship building and business development activities perform business analytics as ...
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... client service. * Experience with real estate development and joint venture transactions is ... Associates receive meaningful client contact, hands-on responsibility, and mentorship while working ...
Quick apply
Real Estate Associate Attorney
$240K - $420K/yr
... client service. * Experience with real estate development and joint venture transactions is ... Associates receive meaningful client contact, hands-on responsibility, and mentorship while working ...
Client Service Representative
Park City, UT ยท On-site
$17 - $19/hr
Career growth and professional development is important, so we want to provide you with ... Pay - $17.00-$19.00 DOE If you are a current associate, you need to apply through our internal ...
Client Service Representative
Park City, UT ยท On-site
$17 - $19/hr
Career growth and professional development is important, so we want to provide you with ... Pay - $17.00-$19.00 DOE If you are a current associate, you need to apply through our internal ...
Proven success in sales, business development, and client prospecting Environmental Factors and/or ... The associate frequently is required to sit, reach with hands and arms, talk and hear. Haskell will ...
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Client Service Representative
Cottonwood Heights, UT ยท On-site
$15.25 - $20.75/hr
If you are a current associate, you need to apply through our internal career site. Please log into ... development). We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a ...
Client Service Representative
Cottonwood Heights, UT ยท On-site
$15.25 - $20.75/hr
If you are a current associate, you need to apply through our internal career site. Please log into ... development). We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a ...
Client Service Representative
Cottonwood Heights, UT ยท On-site
$15.25 - $20.75/hr
If you are a current associate, you need to apply through our internal career site. Please log into ... development). We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a ...
Client Service Representative
Cottonwood Heights, UT ยท On-site
$15.25 - $20.75/hr
If you are a current associate, you need to apply through our internal career site. Please log into ... development). We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a ...
Client Development Associate information
See Sandy, UT salary details
$5.03 - $7.87
0% of jobs
$7.87 - $10.72
0% of jobs
$10.72 - $13.56
5% of jobs
$14.58 is the 25th percentile. Wages below this are outliers.
$13.56 - $16.41
55% of jobs
$16.41 - $19.25
3% of jobs
$19.25 - $22.10
3% of jobs
$24.94 is the 75th percentile. Wages above this are outliers.
$22.10 - $24.94
8% of jobs
$24.94 - $27.78
8% of jobs
$27.78 - $30.63
16% of jobs
$30.63 - $33.47
0% of jobs
$33.47 - $36.32
1% of jobs
$5
$21
$36
How much do client development associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a client development associate, and why are they important?
How does a client development associate typically collaborate with sales and account management teams?
What does a client development associate do?
What is the difference between Client Development Associate vs Business Development Representative?
| Aspect | Client Development Associate | Business Development Representative |
|---|---|---|
| Primary Focus | Building and maintaining client relationships, account management | Generating new leads, prospecting, and closing new business |
| Required Skills | Communication, relationship management, client service | Sales, prospecting, negotiation |
| Work Environment | Client-facing, account management teams | Sales teams, outreach-focused roles |
| Common Certifications | None specific, often related to industry certifications |
The Client Development Associate primarily focuses on nurturing existing client relationships and account management, while the Business Development Representative concentrates on generating new leads and closing new deals. Both roles require strong communication skills, but their core responsibilities differ in client retention versus new business acquisition.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 22 days ago
Job description
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Role Summary
The Wealth Service Associate plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. The CASA is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle. This role will be located at our downtown Salt Lake City, UT location.
General Responsibilities
- Deliver client service aligned to defined segmentation models.
- Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions.
- Participate in continuous training and development programs based on a tiered skills matrix.
- Contribute to a culture of recognition, feedback, and shared accountability.
- Support the implementation of best practices and standardized processes through a centralized resource center.
- Assists wealth management advisors and planners in managing and building client relationships.
- Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing.
- Assists clients, advisors and planners with tactical questions and resolving client account issues.
- Performs various functions associated with account governance, compliance, and regulatory requests.
- Other duties as assigned.
Qualifications
- Requires High School diploma or equivalent and some years of account servicing, sales, customer service in the financial services industry or other directly related experience.
- A combination of experience and education may meet job requirements.
- College degree preferred.
- Series 7 & 66, (63/65) preferred, life and health within the first 180 days of employment also preferred.
- Basic knowledge of financial services industry and products.
- Must have good customer service skills and demonstrate client empathy.
- Solid oral and written communication skills to create relationships with clients.
- Must be detail oriented and be able to work well under pressure and meet deadlines.
- Ability to resolve client account issues.
- Proficient in office software applications.
- Strong aptitude for learning and applying new technologies (e.g., Salesforce FSC, data analytics tools, Copilot, etc).
- Demonstrated ability to work within a team-based service model and contribute to a culture of achievement, commitment, excellence, and synergy.
- Commitment to continuous learning and professional development through structured training tiers.
- Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.
Work Location:
This position can is located in our downtown Salt Lake City, UT office
Values & Culture
At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member's career journey.
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 12 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
About Zions Bank
Sourced by ZipRecruiter
Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.
Industry
Commercial banking
Company size
1,001 - 5,000 Employees
Headquarters location
Salt Lake City, UT, US
Year founded
1873