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

About the Role iCapital is seeking an Associate to service the company's rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a ...

About the Role iCapital is seeking an Associate to service the company's rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a ...

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

$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 ...

Associate

Salt Lake City, UT · On-site

$60K/yr

With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client ...

Associate

Salt Lake City, UT · On-site

$60K/yr

With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client ...

Building outstanding customer relations for long term positive relationships. * Generating quotes ... Build and expand customer base through pre-sales activities, client meetings, and constant ...

... audits. • Client Relations: Participate in meetings with clients to explain estimates ... or Associates degree in construction management, Engineering, Business, or a related field ...

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Client Relations Associate information

See Sandy, UT salary details

$23.8K

$44.7K

$63.7K

How much do client relations associate jobs pay per year?

As of Jul 15, 2026, the average yearly pay for client relations associate in Sandy, UT is $44,747.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $47,500.00 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 job categories do people searching Client Relations Associate jobs in Sandy, UT look for? The top searched job categories for Client Relations Associate jobs in Sandy, UT are:
What cities near Sandy, UT are hiring for Client Relations Associate jobs? Cities near Sandy, UT with the most Client Relations Associate job openings:
Investor Relations - Associate

Investor Relations - Associate

iCapital

Salt Lake City, UT • On-site, Remote

$70K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 28 days ago


Job description

About the Role

iCapital is seeking an Associate to service the company's rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital's technology platform, and works closely with fund sponsors using the platform for distribution. The team's goal is to optimize the user experience and ensure clients' overall success.

Responsibilities

  • Provide ongoing client and advisor support by managing inbound phone and email inquiries, delivering timely and accurate responses, escalating issues as appropriate, and ensuring a high level of overall client satisfaction.
  • Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes. 
  • Assist with special projects for Senior Management in support of iCapital's businesses.

Qualifications

  • Bachelor's Degree 
  • 2-5+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments
  • Team player with a proven track record at working cross-functional lines of an organization and with a variety of key stakeholders
  • Passion for client services and exceeding client expectations
  • Experience working for or with wealth management firms is preferred
  • Experience with SAAS offerings and wealth tech platforms is preferred
  • Strong experience in Microsoft Office applications, specifically Excel and PowerPoint
  • Excellent organizational, communication, and presentation skills
  • Able to manage phone queue during operating hours 8:30am-6:00pm MST
  • Able to meet deadlines and work effectively under pressure

Benefits

The base salary range for this role is $70,000 to $85,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.