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Client Relationship Associate Jobs in Bountiful, UT

Diversify

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 ... Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or ...

Diversify

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 ... Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or ...

Bank of America

Relationship Banker

Salt Lake City, UT · On-site

$18 - $23.50/hr

Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

Farmington, UT · On-site

$17.50 - $23/hr

Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

Salt Lake City, UT · On-site

$18 - $23.50/hr

Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Bank of America

Relationship Banker

Ogden, UT · On-site

$18 - $23.75/hr

Drives the client experience * Manages cash responsibilities Required Qualifications: * Is an ... Bachelor's Degree or business-relevant Associate's Degree such as business management, business ...

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

The Role We're hiring a Client Service Associate to support our advisors and help deliver an ... You enjoy building relationships, collaborating with your team, and creating a positive experience ...

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

The Role We're hiring a Client Service Associate to support our advisors and help deliver an ... You enjoy building relationships, collaborating with your team, and creating a positive experience ...

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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.

Client Service Associate

Diversify

Sandy, UT • On-site

$13.75 - $19/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Job description

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 at https://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
  • Bachelor’s 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