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

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 ...

H&R Block

Tax Associate

American Fork, UT · On-site

$52K - $69K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Draper, UT · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Salt Lake City, UT · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Lehi, UT · On-site

$54K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Spanish Fork, UT · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Orem, UT · On-site

$50K - $67K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Midvale, UT · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Midvale, UT · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Riverton, UT · On-site

$56K - $75K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Springville, UT · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Sandy, UT · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Springville, UT · On-site

$54K - $72K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Provo, UT · On-site

$55K - $73K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

South Jordan, UT · On-site

$55K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Pleasant Grove, UT · On-site

$52K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Heber, UT · On-site

$58K - $77K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Santaquin, UT · On-site

$53K - $71K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Payson, UT · On-site

$53K - $70K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

H&R Block

Tax Associate

Provo, UT · On-site

$56K - $74K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Build strong client relationships and support office priorities through teamwork, collaboration ...

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Showing results 21-40

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

Client Relationship Associate information

See Orem, UT salary details

$21.7K

$40.9K

$58.2K

How much do client relationship associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client relationship 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 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 are the most commonly searched types of Client Relationship jobs in Orem, UT?

The most popular types of Client Relationship jobs in Orem, UT are:

What are popular job titles related to Client Relationship Associate jobs in Orem, UT?

For Client Relationship Associate jobs in Orem, UT, the most frequently searched job titles are:

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

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

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

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

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Orem, UT as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $40,938 per year, or $19.7 per hour.

Client Service Associate

Dentist Advisors

Holladay, UT • On-site

$14 - $19.25/hr

Full-time

Re-posted 18 days ago

Job description

About Us
Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country.
We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you.
The Role
We're hiring a Client Service Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial services career who enjoys organization, communication, and being a key part of a client-focused team. You'll work closely with advisors to maintain client data, assist with onboarding, and ensure clients receive timely, accurate support.
This role can also be a strong starting point for someone building toward a career as a financial advisor. If you're pursuing (or considering) your CFP® certification, you'll get exposure to real planning work and mentorship from senior advisors as you grow your skills and experience.
What You'll Do
  • Assist advisors with daily administrative and client-related tasks

  • Facilitate new client onboarding, including gathering information and preparing required documentation

  • Maintain and update each client's dashboard and financial scorecard

  • Audit, organize, and process quarterly financial reports

  • Communicate with clients to request, collect, and update personal documents

  • Organize and maintain client files in Box and ensure documentation is complete and accurate

  • Support internal data requests and help enhance workflows as our team grows

What Makes You a Great Fit
Personality
  • You're interested in financial services and excited to grow your career in client support or advisory operations, with an interest in eventually becoming a financial advisor

  • You thrive in a fast-paced environment and adapt easily as needs change

  • You take initiative, solve problems independently, and stay one step ahead of what needs to be done

  • You're highly organized, detail-oriented, and able to juggle multiple tasks without losing focus

  • You enjoy building relationships, collaborating with your team, and creating a positive experience for clients

Skills & Qualifications
  • Strong written and verbal communication skills

  • Excellent organization and time-management abilities

  • Experience working in a deadline-driven environment

  • Ability to work both independently and as part of a team

  • Familiarity with financial services, client service roles, or professional office settings

  • Comfortable learning new systems and managing data accurately

  • A BA/BS degree in a related field

Bonus Points
  • CFP® certification, or actively working toward it

  • Experience or interest in financial planning, financial operations, or client service in a professional services firm

  • Familiarity with Salesforce, eMoney, Black Diamond, or Charles Schwab

Apply