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

Diversify

Client Service Associate

Sandy, UT · On-site

$45K - $50K/yr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...

Diversify

Client Service Associate

Sandy, UT · On-site

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...

Diversify

Client Service Associate

Sandy, UT

$13.75 - $19/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering ...

Morgan Stanley

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

Client Success Associate Role: The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan ...

Morgan Stanley

Client Service Associate

Sandy, UT

$13.75 - $19/hr

Client Success Associate Role: The Client Service Associate is an operational role within the Client Success Management Processing Center, executing repeatable tasks associated with stock plan ...

Banfield Pet Hospital

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. Client Service Coordinator ...

HUB

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 ...

Venbrook

Client Service Representative

Woodland Hills, UT · Hybrid

$33.65/hr

Client Services Representative (CSR) - Employee Benefits DEPARTMENT: Employee Benefits REPORTS TO ... Associate's or Bachelor's degree preferred * Bilingual English and Spanish preferred * Experience ...

BambooHR

Client Service Specialist

Draper, UT

$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 ...

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 ...

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

Client Service Associate information

See Vineyard, UT salary details

$8

$15

$25

How much do client service associate jobs pay per hour?

As of Jul 31, 2026, the average hourly pay for client service associate in Vineyard, UT is $15.73, according to ZipRecruiter salary data. Most workers in this role earn between $12.79 and $17.64 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 Vineyard, UT are hiring for Client Service Associate jobs? Cities near Vineyard, UT with the most Client Service Associate job openings:
Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Vineyard, UT as of June 2026, with employment types broken down into 2% As Needed, 85% Full Time, 10% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $32,711 per year, or $15.7 per hour.

Client Service Associate

Diversify

Sandy, UT • On-site

$45K - $50K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Job description

About Us
Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.
We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.
Learn more about us at https://joindiversify.com.
About the Position:
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering outstanding support and ensuring a seamless client experience. If you have a strong background in financial services, a passion for client care, and the ability to thrive in a fast-paced environment, we would love to hear from you. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.
Your Impact:
  • Client Relations: Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information.
  • Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
  • Problem Resolution: Identify and resolve client issues or concerns with a focus on delivering effective solutions and maintaining client satisfaction.
  • Coordination: Work closely with financial advisors and other team members to support client needs and ensure consistent service delivery.
  • Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
  • Reporting: Generate and review reports related to client accounts and activities as needed.

Who You Are:
  • 1+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.
  • Required licensing within 6 months of hire: Series 6, Series 63, Series 65, SIE, State Life & Health Insurance
  • Bachelor's degree in finance, business, or a related field is preferred but not required.
  • Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
  • Collaborative mindset with a commitment to contributing to team success

Your Toolkit:
  • Strong computer and technical skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
  • The ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
  • Detail-oriented with an ownership mentality towards the quality of your work.
  • Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits
  • Core Benefits - Medical with HSA and FSA options, dental, and vision.
  • Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
  • Great Team Culture - Team members consistently rave about having great colleagues.
  • Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

Join Us Now!
If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!
We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V

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