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Client Relationship Associate Jobs in Bountiful, UT

Gallagher

Client Associate

Midvale, UT

Overview As the Client Associate you will develop industry knowledge and skills to support account ... You establish positive relationships in your office and support with administrative tasks as needed

Diversify

Client Service Associate

Sandy, UT

$13.75 - $19/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or ...

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Bountiful, UT

Client Relationship Associate information

See Bountiful, UT salary details

$23.6K

$44.4K

$63.2K

How much do client relationship associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for client relationship associate in Bountiful, UT is $44,389.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $47,100.00 per year, depending on experience, location, and employer.

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 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 skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What job categories do people searching Client Relationship Associate jobs in Bountiful, UT look for?

The top searched job categories for Client Relationship Associate jobs in Bountiful, UT are:

What cities near Bountiful, UT are hiring for Client Relationship Associate jobs?

Cities near Bountiful, UT with the most Client Relationship Associate job openings:

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Bountiful, UT as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $44,389 per year, or $21.3 per hour.

Registered Client Associate

Raymond James Financial, Inc.

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

Job Description Summary
Snowpine Wealth is an independently owned wealth management practice that delivers strategic financial guidance and a highly personalized client experience. Small yet mighty, we work collectively as a team to ensure our clients' needs are met.
As we continue to grow, we are seeking a Registered Client Associate who understands the needs of the business, is passionate about delivering an exceptional client experience, and excels in both communication and operational administration. Above all, the ideal candidate has a servant heart and the empathy of a close friend.
Are you ready to take the next step in your career? Read on and apply below.
Job Description
Essential Duties and Responsibilities
  • Interacts daily with clients, including basic inquiries and sensitive account information
  • Schedules meetings on the phone, in person, virtually, and through mailings.
  • Works both independently and within a team environment to provide crucial support to the financial advisors and branch office.
  • Open new client accounts, process money movement, and research information as needed
  • Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
  • Places trades as directed by and on behalf of Wealth Partner
  • Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities
Knowledge of
  • Company's working structure, policies, mission, and strategies.
  • General office practices, procedures, and methods.

Skill in
  • Client Relationship Management (CRM) software, or similar contact management software.
  • Microsoft Office 365 applications
  • Effective communication across multiple client platforms (in-person, virtual, phone and mail)

Ability to
  • Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Analyze and research account information.
  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
  • Identify time sensitive items and assess competing priorities.
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
  • Provide a high level of customer service in a calm, professional manner.
  • Use mathematics sufficient to process account and transaction information.
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
  • Work both independently and as part of a cohesive team.
  • Provide a high level of customer service.

Experience: 2+ years of general office and customer service experience
Education: Bachelor's degree required
Registrations: Series 7 & 66 required or willing to obtain within stated period after start date
Workstyle: Onsite
Benefits: Medical Insurance Stipend, PTO + Market Holidays
Snowpine Wealth and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Bachelor's
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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