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Client Service Associate Jobs in Farmington, UT (NOW HIRING)

BambooHR

Client Service Specialist

Salt Lake City, UT · On-site

$16.50 - $21.75/hr

Client Service Specialist Utah | Hybrid At BambooHR, we're all about setting people free to do great work, and we believe AI is a powerful partner in that mission. We're leaning into intelligent ...

Amicis Global

Client Service Representative

South Jordan, UT · On-site

$15.25 - $20.75/hr

Title: Client Service Representative Location: South Jordan, UT Duration: 12 Months Preference for 1 of the following criteria: • College Degree • Previous contact center experience Position ...

KeyCorp

KPB Client Relationship Assoc

Salt Lake City, UT · On-site

$25 - $38.46/hr

Client Relationship Associate Location: 36 South State Street, Salt Lake City Utah The Client ... This includes submitting service tasks to the Task Queue as well as encouraging field teams to ...

GoodVets

Client Service Representative

Riverdale, UT · On-site

$17 - $20/hr

As a Client Service Representative (CSR), you are the first and last impression for every client who walks through our doors. You'll set the tone for the entire visit by creating a welcoming and ...

GoodVets

Client Service Representative

Riverdale, UT · On-site

$17 - $20/hr

As a Client Service Representative (CSR), you are the first and last impression for every client who walks through our doors. You'll set the tone for the entire visit by creating a welcoming and ...

Key Bank

KPB Client Relationship Assoc

Salt Lake City, UT · On-site

$25 - $38.46/hr

Location: 36 South State Street, Salt Lake City Utah Job Summary The Client Relationship Associate ... This includes submitting service tasks to the Task Queue as well as encouraging field teams to ...

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All JobsClient Service Associate JobsClient Service Associate Jobs in Farmington, UT

Client Service Associate information

See Farmington, UT salary details

$8

$16

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How much do client service associate jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for client service associate in Farmington, UT is $16.26, according to ZipRecruiter salary data. Most workers in this role earn between $13.22 and $18.22 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

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

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What cities near Farmington, UT are hiring for Client Service Associate jobs? Cities near Farmington, UT with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Farmington, UT as of June 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $33,812 per year, or $16.3 per hour.
Client Service Associate

Client Service Associate

Alta Capital Management

Salt Lake City, UT • On-site

$14 - $19.25/hr

Other

Posted 22 days ago

Job description

About Alta Capital Management

Alta Capital Management, founded in 1981, is a registered investment adviser providing investment management services to institutional investors and high-net-worth individuals. As a wholly owned subsidiary of Guardian Capital Group, Alta combines the resources of a global organization with the agility of a focused, collaborative investment team.

With approximately $4.0 billion in assets under management, Alta is defined by a disciplined investment philosophy, a long-term perspective, and a commitment to delivering a high-quality client experience. Our team operates within a flat structure that encourages accountability, intellectual curiosity, and continuous improvement.


The Role

We are seeking a detail oriented and client focused Client Service Associate to support our Client Services team. This role is essential to delivering a seamless client experience, ensuring operational excellence, and enabling advisors to focus on strategic relationship management. The ideal candidate is organized, proactive, and comfortable working in a fast paced, high touch environment.


Key Responsibilities

Client Relationship Management

  • Serve as the primary point of contact for assigned high-net-worth clients and advisor relationships
  • Build long-term relationships grounded in trust, responsiveness, and a clear understanding of client objectives
  • Serve as a primary operational point of contact for clients, responding to inquiries with professionalism and urgency.
  • Support onboarding of new clients, including account setup, documentation, and coordination with custodians.
  • Assist with scheduling meetings, preparing materials, and ensuring timely follow‑up on client requests.
  • Proactively engage clients with relevant updates, insights, and planning considerations

Advisor Support

  • Prepare reports, performance summaries, and meeting materials for advisors.
  • Maintain CRM records, ensuring data accuracy and timely updates.
  • Support advisors with workflow management, pipeline tracking, and client service initiatives

Investment Communication

  • Clearly articulate Alta’s investment philosophy, portfolio positioning, and performance drivers
  • Translate market developments and portfolio activity into meaningful client-facing insights

Client Experience & Execution

  • Ensure all client deliverables, follow-up items, and service requests are handled with precision and timeliness
  • Coordinate with operations and internal teams to support onboarding, account maintenance, and ongoing service needs
  • Maintain high standards of organization, documentation, and communication

Relationship Development

  • Identify opportunities to deepen existing client relationships and expand engagement over time

Team Collaboration

  • Work closely with advisors, portfolio managers, operations, and compliance teams to deliver a cohesive client experience.
  • Participate in internal projects aimed at improving processes, technology use, and service delivery.
  • Contribute to a positive, solutions‑oriented team culture.


Qualifications & Experience

  • Bachelor’s degree in finance, business, or a related field—or equivalent relevant experience.
  • 1–3 years of experience in wealth management, financial services, or a client‑facing operational role.
  • Strong organizational skills with exceptional attention to detail.
  • Excellent communication skills, both written and verbal.
  • Ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
  • Strong understanding of investment fundamentals and portfolio construction concepts
  • Experience with and proficiency in platforms similar to our core systems (Schwab, Sales Force, MS Office, etc.) is preferred.
  • Earn Series 65 within 120 days of employment


Why Alta

Alta offers the opportunity to operate in a high-quality, client-focused environment where investment discipline and client experience are equally valued. This role provides meaningful responsibility, direct client engagement, and the ability to contribute to long-term client relationships within a collaborative and professional team.

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