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

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

Client Service Coordinator

Sandy, UT

$17 - $22.25/hr

Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

Client Service Specialist

Draper, UT · On-site

$16 - $21/hr

Essential Job Duties Join BambooHR as a Client Service Specialist and help clients with hiring, performance management, and compliance. Gain valuable HR experience while working with a company that ...

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 ...

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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Client Service Associate information

See Magna, UT salary details

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How much do client service associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for client service associate in Magna, UT is $16.72, according to ZipRecruiter salary data. Most workers in this role earn between $13.61 and $18.75 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 Magna, UT are hiring for Client Service Associate jobs? Cities near Magna, UT with the most Client Service Associate job openings:
Infographic showing various Client Service Associate job openings in Magna, UT as of July 2026, with employment types broken down into 1% As Needed, 66% Full Time, 30% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $34,781 per year, or $16.7 per hour.
Client Service Coordinator

Client Service Coordinator

HUB International Limited

Sandy, UT • On-site

$17 - $22.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago


HUB International rating

8.0

Company rating: 8.0 out of 10

Based on 139 frontline employees who took The Breakroom Quiz

145th of 281 rated insurance


Job description

About HUB International
HUB International is a leading full-service global insurance broker and financial services firm. With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Our Wealth Management division is committed to delivering exceptional, personalized financial guidance to our clients - and we're looking for a driven professional to join our team.
Position Overview
The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receive a seamless, high-quality service experience. This individual will be responsible for managing administrative operations within the wealth management practice, acting as a key liaison between clients, advisors, and financial institutions. The ideal candidate brings a professional demeanor, strong organizational skills, and a passion for client service in a financial services environment.
Key Responsibilities
Client Service & Relationship Support
  • Serve as the primary point of contact for client inquiries, ensuring timely, accurate, and professional responses

  • Coordinate client onboarding, account opening, and documentation processes with custodians and financial institutions

  • Maintain and update client records, ensuring data integrity within CRM and portfolio management systems

  • Prepare and distribute account statements, financial reports, and correspondence on behalf of advisors

  • Schedule and coordinate client meetings, reviews, and follow-up communications

Administrative & Operational Support
  • Process new account applications, transfers, beneficiary changes, and other service requests accurately and efficiently

  • Liaise with custodians, third-party providers, and internal departments to resolve account issues and service requests

  • Monitor and track pending transactions, follow up on outstanding items, and ensure timely completion

  • Assist advisors with the preparation of financial planning materials, proposals, and presentations

  • Maintain organized electronic and physical filing systems in compliance with regulatory requirements

Compliance & Regulatory
  • Ensure all client documentation and processes adhere to regulatory standards and firm compliance policies

  • Assist with preparation and submission of required regulatory filings and forms

  • Stay current on industry regulations and internal compliance updates as they relate to the role

Qualifications
Required
  • Exceptional organizational skills with strong attention to detail and accuracy

  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

  • Strong written and verbal communication skills with a professional, client-focused approach

  • Ability to manage multiple priorities in a fast-paced environment

  • High level of integrity and discretion when handling confidential client information

Preferred
  • Experience with financial planning or portfolio management platforms (e.g., Salesforce, Redtail, Orion, Tamarac, or similar)

  • Knowledge of investment products, insurance products, or financial planning concepts

  • FINRA Series 6, 7, or 65/66 license (or willingness to obtain - compensation reflects licensing status)

  • Life & Health insurance license (or willingness to obtain)

  • Associate's or Bachelor's degree in Finance, Business, or a related field

Benefits
HUB International offers a competitive total rewards package, including:
  • Comprehensive health, dental, and vision insurance

  • 401(k) retirement plan with employer match

  • Paid time off and holidays

  • Professional development and continuing education support

  • Licensing reimbursement and study assistance

  • Collaborative, team-oriented work environment with opportunities for career growth

Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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