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Client Relations Associate Jobs in Orem, UT (NOW HIRING)

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... Client Relations: Serve as the main point of contact for advisors and their clients, addressing ...

New

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 ... Client Relations: Serve as the main point of contact for advisors and their clients, addressing ...

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 ... Client Relations: Serve as the main point of contact for advisors and their clients, addressing ...

This person will lead, motivate and inspire associates to create a customer/client first ... customer relations' concerns and partnering with respective business partners on a timely basis.

This person will lead, motivate and inspire associates to create a customer/client first ... customer relations' concerns and partnering with respective business partners on a timely basis.

Retail General Manager Orem UT

Orem, UT

$47K - $60K/yr

This person will lead, motivate and inspire associates to create a customer/client first ... customer relations' concerns and partnering with respective business partners on a timely basis.

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Client Relations Associate information

See Orem, UT salary details

$21.7K

$40.9K

$58.2K

How much do client relations associate jobs pay per year?

As of Jul 15, 2026, the average yearly pay for client relations associate in Orem, UT is $40,938.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,800.00 and $43,500.00 per year, depending on experience, location, and employer.

What does a customer relations associate do?

A client relations associate manages communication between a company and its clients to ensure satisfaction and address concerns. They often handle inquiries, provide product or service information, and maintain positive relationships using communication tools like email or phone. Strong interpersonal skills and familiarity with customer management software are typically required for this role.

What are Client Relations Associates?

Client Relations Associates are professionals who act as the main point of contact between a company and its clients. They are responsible for managing client accounts, addressing client inquiries or concerns, and ensuring customer satisfaction. Their role often involves building strong relationships, understanding clients' needs, and coordinating with internal teams to deliver solutions. By maintaining open communication and providing excellent service, Client Relations Associates help foster long-term client loyalty and support business growth.

What does a client relations associate do?

A client relations associate manages communication between a company and its clients to ensure satisfaction and foster long-term relationships. They handle inquiries, resolve issues, and may use customer relationship management (CRM) tools to track interactions. Strong communication skills and attention to detail are essential for success in this role.

How does a Client Relations Associate typically collaborate with other departments to resolve client issues?

As a Client Relations Associate, you’ll frequently work cross-functionally with teams such as sales, customer support, and operations to address client needs. When a client issue arises, you may need to coordinate with technical specialists or account managers to gather information and propose solutions. Strong communication skills are essential, as you’ll often serve as the client’s advocate internally, ensuring their concerns are understood and prioritized. This collaborative approach not only helps resolve issues efficiently but also strengthens long-term client satisfaction.

What is the difference between Client Relations Associate vs Customer Service Representative?

AspectClient Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer bachelor's degreeHigh school diploma or equivalent; some roles may prefer associate's or bachelor's
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, telecommunications, hospitality
Common Search & ComparisonClient Relations Associate vs Customer Service Representative

The main difference is that Client Relations Associates focus on building long-term relationships with clients, managing accounts, and providing tailored solutions, often in professional or financial industries. Customer Service Representatives typically handle day-to-day inquiries, troubleshooting, and support, mainly in retail or service sectors. While both roles require strong communication skills, Client Relations Associates usually work in more specialized, client-focused environments with a focus on relationship management.

What are the key skills and qualifications needed to thrive as a Client Relations Associate, and why are they important?

To thrive as a Client Relations Associate, you need strong communication skills, attention to detail, and a background in business, sales, or customer service, often supported by a relevant bachelor's degree. Familiarity with CRM software like Salesforce, proficiency in Microsoft Office, and sometimes experience with help desk or ticketing systems are typically required. Outstanding interpersonal skills, problem-solving ability, and a customer-focused mindset help build lasting client relationships and resolve issues efficiently. These skills and qualities are crucial for maintaining client satisfaction, ensuring repeat business, and supporting the company's reputation.

What is a client relationship associate job description?

A client relationship associate is responsible for maintaining and strengthening relationships with clients by providing excellent customer service, addressing inquiries, and ensuring client satisfaction. They often use CRM software to track interactions and may assist with onboarding, account management, and resolving issues to support client retention and business growth.

Is a CSA job stressful?

A Client Relations Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and maintaining client satisfaction. The level of stress depends on the workload, company environment, and communication skills required, but strong organizational and problem-solving abilities can help manage it effectively.
What are the most commonly searched types of Client Relations jobs in Orem, UT? The most popular types of Client Relations jobs in Orem, UT are:
What job categories do people searching Client Relations Associate jobs in Orem, UT look for? The top searched job categories for Client Relations Associate jobs in Orem, UT are:
What cities near Orem, UT are hiring for Client Relations Associate jobs? Cities near Orem, UT with the most Client Relations Associate job openings:
Client Service Associate

Client Service Associate

Diversify

Sandy, UT • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

New


Job description

Salary: $45,000 - $50,000 Salary

About Us

Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.

We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.


Learn more about us athttps://joindiversify.com.


About the Position:

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 outstanding support and ensuring a seamless client experience. If you have a strong background in financial services, a passion for client care, and the ability to thrive in a fast-paced environment, we would love to hear from you. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.


Your Impact:

  • Client Relations: Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information.
  • Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
  • Problem Resolution: Identify and resolve client issues or concerns with a focus on delivering effective solutions and maintaining client satisfaction.
  • Coordination: Work closely with financial advisors and other team members to support client needs and ensure consistent service delivery.
  • Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
  • Reporting: Generate and review reports related to client accounts and activities as needed.

Who You Are:

  • 1+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.
  • Required licensing within 6 months of hire: Series 6, Series 63, Series 65, SIE, State Life & Health Insurance
  • Bachelors degree in finance, business, or a related field is preferred but not required.
  • Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
  • Collaborative mindset with a commitment to contributing to team success

Your Toolkit:

  • Strong computer and technical skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
  • The ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
  • Detail-oriented with an ownership mentality towards the quality of your work.
  • Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits

  • Core Benefits - Medical with HSA and FSA options, dental, and vision.
  • Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
  • Great Team Culture - Team members consistently rave about having great colleagues.
  • Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

Join Us Now!

If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!


We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V