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Client Service Associate Entry Level Jobs in Utah

Arthur J. Gallagher & Co.

Client Associate

Midvale, UT · On-site

Client Associate At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where ...

Gallagher

Client Associate

Midvale, UT · On-site

Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... Overview As the Client Associate you will develop industry knowledge and skills to support account ...

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Client Service Associate Entry Level information

What is the difference between Client Service Associate Entry Level vs Customer Support Specialist?

AspectClient Service Associate Entry LevelCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; relevant certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsVarious industries including tech, retail, telecom
Employer & Industry UsageCommonly used in banking and finance sectorsWidespread across multiple customer-facing industries
Search & Comparison IntentOften compared for entry-level client-facing roles in financeCompared for customer support roles across industries

In summary, a Client Service Associate Entry Level typically works within financial institutions, focusing on client relationships and account management, while a Customer Support Specialist has a broader role across various industries, emphasizing troubleshooting and customer assistance. Both roles require strong communication skills but differ in industry focus and specific responsibilities.

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Client Service Associate Entry Level jobs near you

Wealth Service Associate - Salt Lake City

Zions Bank

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 28 days ago

Job description

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Role Summary
The Wealth Service Associate plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. The CASA is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle. This role will be located at our downtown Salt Lake City, UT location.
General Responsibilities
  • Deliver client service aligned to defined segmentation models.
  • Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions.
  • Participate in continuous training and development programs based on a tiered skills matrix.
  • Contribute to a culture of recognition, feedback, and shared accountability.
  • Support the implementation of best practices and standardized processes through a centralized resource center.
  • Assists wealth management advisors and planners in managing and building client relationships.
  • Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing.
  • Assists clients, advisors and planners with tactical questions and resolving client account issues.
  • Performs various functions associated with account governance, compliance, and regulatory requests.
  • Other duties as assigned.

Qualifications
  • Requires High School diploma or equivalent and some years of account servicing, sales, customer service in the financial services industry or other directly related experience.
  • A combination of experience and education may meet job requirements.
  • College degree preferred.
  • Series 7 & 66, (63/65) preferred, life and health within the first 180 days of employment also preferred.
  • Basic knowledge of financial services industry and products.
  • Must have good customer service skills and demonstrate client empathy.
  • Solid oral and written communication skills to create relationships with clients.
  • Must be detail oriented and be able to work well under pressure and meet deadlines.
  • Ability to resolve client account issues.
  • Proficient in office software applications.
  • Strong aptitude for learning and applying new technologies (e.g., Salesforce FSC, data analytics tools, Copilot, etc).
  • Demonstrated ability to work within a team-based service model and contribute to a culture of achievement, commitment, excellence, and synergy.
  • Commitment to continuous learning and professional development through structured training tiers.
  • Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.

Work Location:
This position can is located in our downtown Salt Lake City, UT office
Values & Culture
At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member's career journey.
Benefits
  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 12 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products
Zions Bank logo

About Zions Bank

Sourced by ZipRecruiter

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

Salt Lake City, UT, US

Year founded

1873

Social media

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