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Client Relationship Associate Jobs in Utah (NOW HIRING)

Bank of Utah

Treasury Management Associate

Orem, UT

$65K - $70K/yr

Associate's degree or Bachelor's degree in Business, Finance, Accounting, or a related field ... Client Relationship Support * Support Treasury Management Officers in managing and expanding ...

World Wide Technology

The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client ... Own key client relationships and foster trusted partnerships to drive client satisfaction of ...

World Wide Technology

The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client ... Own key client relationships and foster trusted partnerships to drive client satisfaction of ...

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Utah

Client Relationship Associate information

See Utah salary details

$22.8K

$42.9K

$61K

How much do client relationship associate jobs pay per year?

As of Jul 22, 2026, the average yearly pay for client relationship associate in Utah is $42,868.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $45,500.00 per year, depending on experience, location, and employer.

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

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a Client Relationship Associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What does a client relations associate do?

A client relations associate manages communication and builds relationships with clients to ensure satisfaction and retention. They handle inquiries, resolve issues, and support account management using tools like CRM software, often working in a fast-paced environment. Strong communication and problem-solving skills are essential for this role.

Is a CSA job stressful?

A Client Relationship Associate (CSA) role can be stressful due to the need to manage client expectations, handle complaints, and meet performance targets. The job often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, especially during busy periods or high-demand situations.

What does a customer relations associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and foster long-term relationships. They handle inquiries, resolve issues, and communicate company services, often using CRM tools and maintaining professional communication skills. Their role supports customer retention and business growth.

How much does a client relationship associate make at Bank of America?

A Client Relationship Associate at Bank of America typically earns an average salary ranging from $40,000 to $55,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong communication and customer service skills.

What does a Client Relationship Associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.
What are the most commonly searched types of Client Relationship jobs in Utah? The most popular types of Client Relationship jobs in Utah are:
What are popular job titles related to Client Relationship Associate jobs in Utah? For Client Relationship Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Utah look for? The top searched job categories for Client Relationship Associate jobs in Utah are:
What cities in Utah are hiring for Client Relationship Associate jobs? Cities in Utah with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Utah as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $42,868 per year, or $20.6 per hour.
Associate, Client Relationship Manager

Associate, Client Relationship Manager

Lido Advisors, LLC

Salt Lake City, UT • On-site

$65K - $75K/yr

Other

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

Job description

Associate, Client Relationship Manager

Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido's vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients.

The Associate, Client Relationship Manager, enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors. Client Relationship Associates work in a complex, team-oriented and fast paced environment to deliver comprehensive investment and wealth strategies to clients. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, our clients and Lido.

Duties and Responsibilities

  • Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients.
  • Liaise with custodian partners and internal departments.
  • Assist with the preparation of alternative investment paperwork with high level of accuracy.
  • Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests.
  • Maintain detailed client records across firm relationship management systems.
  • Support the team's overall strategy by preparing reports, marketing and other materials for client meetings.
  • Adhere to firm's control policies and procedures.
  • Regularly seek opportunities to engage with peers to collaborate on best practices

Requirements

  • Minimum of 1 year of professional experience in a client support service role coming from an RIA firm or financial services related industry or relevant intern experience.
  • Series 65 or 66 required, or must be attained within timeframe determined by manager.
  • Strong attention to detail.
  • Exceptional interpersonal and client service skills.
  • Superior verbal and written communication skills.
  • Ability to organize, prioritize, manage multiple tasks and keep team apprised on open items.
  • Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
  • Ability to adapt to a rapidly changing and fast paced business environment.
  • Proven ability to operate effectively and work under pressure with tight deadlines.
  • Team player and a desire to collaborate with others.

We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

The successful candidate's starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future.

Salary Description $65,000 - $75,000

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