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Client Onboarding Associate Jobs in Utah (NOW HIRING)

HUB

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Coordinate client onboarding, account opening, and documentation processes with custodians and ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

Help At Home

Intake Client Associate

Salt Lake City, UT · On-site

$21 - $24/hr

Support the onboarding, training, and continuous development of Intake Client Associates. Provide mentorship, feedback, and foster a culture of professional growth. * Facilitate collaboration with ...

Arcadia Counseling

Clinical Mental Health Counselor

Lehi, UT · On-site

$93K - $135K/yr

... Associate Clinical Mental Health Counselors to grow with our company of over 60 MFTs, CMHCs and ... client onboarding, scheduling, billing and collections. Paneled with most major insurance companies ...

Arcadia Counseling

Marriage and Family Therapist

Lehi, UT · On-site

... Associate Marriage and Family Therapists to grow with our company of over 60 MFTs, CMHCs and CSWs ... client onboarding, scheduling, billing and collections. Paneled with most major insurance companies ...

Arcadia Counseling

Marriage and Family Therapist

Lehi, UT · On-site

$95K - $145K/yr

... Associate Marriage and Family Therapists to grow with our company of over 60 MFTs, CMHCs and CSWs ... client onboarding, scheduling, billing and collections. Paneled with most major insurance companies ...

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All JobsClient Onboarding Associate JobsClient Onboarding Associate Jobs in Utah

Client Onboarding Associate information

See Utah salary details

$12

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$37

How much do client onboarding associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client onboarding associate in Utah is $23.64, according to ZipRecruiter salary data. Most workers in this role earn between $18.61 and $26.06 per hour, depending on experience, location, and employer.

What are some common challenges faced by client onboarding associates during the onboarding process, and how are they typically addressed?

Client Onboarding Associates often encounter challenges such as managing tight deadlines, handling complex regulatory requirements, and coordinating between multiple internal teams and clients. To address these, Associates typically rely on strong organizational skills, clear communication, and thorough documentation. Many organizations provide structured workflows and regular training to ensure compliance and efficiency, and teamwork is encouraged to resolve issues quickly and maintain a smooth onboarding experience for clients.

What is a client onboarding associate?

A client onboarding associate is a professional responsible for guiding new clients through the onboarding process, ensuring all necessary documentation and account setup are completed efficiently. They often communicate with clients, coordinate internal teams, and use customer relationship management (CRM) tools to facilitate a smooth transition into the company's services.

What are the key skills and qualifications needed to thrive as a client onboarding associate, and why are they important?

To thrive as a Client Onboarding Associate, you need strong organizational skills, attention to detail, and knowledge of client relationship management, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, onboarding software, and document management systems is typically required. Exceptional communication, problem-solving abilities, and a customer-centric mindset are valuable soft skills that set top performers apart. These skills ensure a smooth onboarding experience, build client trust, and contribute to long-term client satisfaction and retention.

What is the difference between Client Onboarding Associate vs Client Relations Specialist?

AspectClient Onboarding AssociateClient Relations Specialist
CredentialsTypically requires a bachelor's degree in business, communications, or related fieldOften requires similar degrees; certifications in customer service or relationship management are a plus
Work EnvironmentUsually works in financial services, banking, or consulting firms, focusing on new client setupWorks across industries, maintaining ongoing client relationships and satisfaction
Employer & Industry UsageCommon in finance, banking, and professional services for onboarding new clientsUsed broadly in finance, tech, and service industries for client retention

The main difference is that a Client Onboarding Associate focuses on the initial setup and integration of new clients, ensuring a smooth onboarding process. In contrast, a Client Relations Specialist manages ongoing relationships, aiming to retain clients and enhance satisfaction after onboarding.

What does a client onboarding associate do?

A Client Onboarding Associate is responsible for guiding new clients through the initial setup and integration process with a company’s products or services. This role involves collecting and verifying client information, ensuring all necessary documentation is completed, and coordinating with internal teams to facilitate a smooth transition. Client Onboarding Associates also address client questions, resolve any issues that may arise during onboarding, and help ensure a positive first experience. Their work is essential in building strong client relationships and setting the foundation for long-term customer satisfaction.
What are the most commonly searched types of Client Onboarding jobs in Utah? The most popular types of Client Onboarding jobs in Utah are:
What are popular job titles related to Client Onboarding Associate jobs in Utah? For Client Onboarding Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Client Onboarding Associate jobs in Utah look for? The top searched job categories for Client Onboarding Associate jobs in Utah are:
What cities in Utah are hiring for Client Onboarding Associate jobs? Cities in Utah with the most Client Onboarding Associate job openings:
Client Onboarding Associate jobs near you
Infographic showing various Client Onboarding Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $49,164 per year, or $23.6 per hour.

Client Service Coordinator

HUB

Sandy, UT • On-site

$17 - $22.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 days ago

Job description

About HUB International

HUB International is a leading full-service global insurance broker and financial services firm. With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Our Wealth Management division is committed to delivering exceptional, personalized financial guidance to our clients - andwe'relooking for a driven professional to join our team.

Position Overview

The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receivea seamless, high-quality service experience. This individual willbe responsible formanaging administrative operations within the wealth management practice, acting as a key liaison between clients, advisors, and financial institutions. The ideal candidate brings a professional demeanor, strong organizational skills, and a passion for client service in a financial services environment.

Key Responsibilities

Client Service & Relationship Support

  • Serve as the primary point of contact for client inquiries, ensuringtimely,accurate, and professional responses

  • Coordinate client onboarding, account opening, and documentation processes with custodians and financial institutions

  • Maintain and update client records, ensuring data integrity within CRM and portfolio management systems

  • Prepare and distribute account statements, financial reports, and correspondence on behalf of advisors

  • Schedule and coordinate client meetings, reviews, and follow-up communications

Administrative & Operational Support

  • Process new account applications, transfers, beneficiary changes, and other service requests accurately and efficiently

  • Liaise with custodians, third-party providers, and internal departments to resolve account issues and service requests

  • Monitor and track pending transactions, follow up on outstanding items, and ensuretimelycompletion

  • Assistadvisors with the preparation of financial planning materials, proposals, and presentations

  • Maintain organized electronic and physical filing systems in compliance with regulatory requirements

Compliance & Regulatory

  • Ensure all client documentation and processes adhere to regulatory standards and firm compliance policies

  • Assistwith preparation and submission of required regulatory filings and forms

  • Stay current on industry regulations and internal compliance updates as they relate to the role

Qualifications

Required

  • Exceptional organizational skills with strong attention to detail and accuracy

  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

  • Strong written and verbal communication skills with a professional, client-focused approach

  • Ability to manage multiple priorities in a fast-paced environment

  • High levelof integrity and discretion when handling confidential client information

Preferred

  • Experiencewithfinancial planning or portfolio management platforms (e.g., Salesforce, Redtail, Orion, Tamarac, or similar)

  • Knowledge of investment products, insurance products, or financial planning concepts

  • FINRA Series 6, 7, or 65/66 license (or willingness to obtain - compensation reflects licensing status)

  • Life & Health insurance license (or willingness to obtain)

  • Associate's orBachelor's degree in Finance, Business, or a related field

Benefits

HUB International offers a competitive total rewards package, including:

  • Comprehensive health, dental, and vision insurance

  • 401(k) retirement plan with employer match

  • Paid time off and holidays

  • Professional development and continuing education support

  • Licensing reimbursement and studyassistance

  • Collaborative, team-oriented work environment with opportunities for career growth

Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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