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

MedVet

Veterinary Client Service Representative

Sunset, UT · On-site

$15 - $20.50/hr

Client Service Representative (CSR) Evenings Proposed Schedule: Wednesday - Saturday 12p-10p Our Client Service Representatives have the first interaction with our clients providing superior service ...

MedVet

Veterinary Client Service Representative

Sunset, UT · On-site

$15 - $20.50/hr

Client Service Representative (CSR) Evenings Proposed Schedule: Wednesday - Saturday 12p-10p Our Client Service Representatives have the first interaction with our clients providing superior service ...

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

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How much do client service associate jobs pay per hour?

As of Jul 11, 2026, the average hourly pay for client service associate in Layton, UT is $15.57, according to ZipRecruiter salary data. Most workers in this role earn between $12.64 and $17.45 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 account information. They often work in financial or customer service environments, utilizing communication skills and familiarity with client management tools to ensure client satisfaction.

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 jobs pay 4000 a week without a degree?

A Client Service Associate typically earns less than $4,000 weekly, but high-paying roles that can reach this level without a degree include sales positions such as real estate brokers, certain insurance agents, and commission-based financial advisors. These jobs often require strong communication skills, sales experience, and industry-specific licenses or certifications rather than formal degrees.

Is a CSA job stressful?

A Client Service Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Strong communication skills and the ability to stay organized help manage workload and reduce stress levels in this position.

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 Layton, UT are hiring for Client Service Associate jobs? Cities near Layton, UT with the most Client Service Associate job openings:
Client Service Associate jobs near you
Wealth Service Associate - Salt Lake City

Wealth Service Associate - Salt Lake City

Zions Bancorporation

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Zions Bancorporation rating

8.6

Company rating: 8.6 out of 10

Based on 44 frontline employees who took The Breakroom Quiz

28th of 148 rated banks

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

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