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Client Services Assistant Jobs in Bountiful, UT (NOW HIRING)

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests. * Problem Resolution: Identify and ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests. * Problem Resolution: Identify and ...

Diversify

Client Service Associate

Sandy, UT · On-site

$45K - $50K/yr

Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests. * Problem Resolution: Identify and ...

Banfield Pet Hospital

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

... services • Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ...

BambooHR

Client Service Specialist

Draper, UT · On-site

$16 - $21/hr

Use your digital navigation and problem-solving skills to assist clients who can't get enough of ... A successful Client Service Specialist will: * Provide world-class customer service via phone ...

Qualus

Client Manager

Salt Lake City, UT · On-site +1

The Client Manager is responsible for developing new business in their assigned territory. They ... Support the development of marketing campaigns for new products and services. * Assist in ...

Qualus

Client Manager

Salt Lake City, UT · On-site

The Client Manager is responsible for developing new business in their assigned territory. They ... Support the development of marketing campaigns for new products and services. * Assist in ...

Dentist Advisors

Client ServiceAssociate

Holladay, UT · On-site

$14 - $19.25/hr

... services career who enjoys organization, communication, and being a key part of a client-focused team. You'll work closely with advisors to maintain client data, assist with onboarding, and ensure ...

Addepar

Client Support Analyst

Salt Lake City, UT · On-site

$59K - $74K/yr

The Role Client Services is responsible for managing client health for all new and existing Addepar ... They assist Addepar's diverse client base with day-to-day usage of the software and ensure that our ...

ARUP

Client Site Liaison Trainer

Salt Lake City, UT · On-site

$23.21/hr

Our workforce is committed to the important service we provide to over one million patients each ... assist where needed. Uses a good measure of personal tact, integrity and judgement when dealing ...

Addepar

Client Support Analyst

Salt Lake City, UT · On-site

$59K - $74K/yr

The Role Client Services is responsible for managing client health for all new and existing Addepar ... They assist Addepar's diverse client base with day-to-day usage of the software and ensure that our ...

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All JobsClient Services JobsClient Services Assistant JobsClient Services Assistant Jobs in Bountiful, UT

Client Services Assistant information

See Bountiful, UT salary details

$11

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How much do client services assistant jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for client services assistant in Bountiful, UT is $18.88, according to ZipRecruiter salary data. Most workers in this role earn between $15.62 and $21.54 per hour, depending on experience, location, and employer.

What is a client services assistant?

Client Services Assistants are professionals who support a company’s clients by addressing their needs, answering questions, and ensuring a positive experience. They typically handle administrative tasks, schedule appointments, manage correspondence, and may assist with problem resolution. Their role is crucial in maintaining strong client relationships and ensuring that clients are satisfied with the services provided by the organization.

What are some typical challenges a client services assistant might face and how can they overcome them?

Client Services Assistants often juggle multiple client requests and administrative tasks simultaneously, which can make time management a common challenge. Prioritizing urgent client needs while maintaining attention to detail in documentation is essential. Developing strong organizational skills and proactively communicating with clients and team members can help manage workload and prevent misunderstandings. Regular check-ins with supervisors or senior team members can also provide guidance and support for handling complex client issues.

What is the difference between Client Services Assistant vs Customer Service Representative?

AspectClient Services AssistantCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; some roles may prefer post-secondary education
Work EnvironmentOffice settings, client-facing roles, administrative supportCall centers, retail, office settings, customer support centers
Employer & IndustryFinancial services, consulting, professional servicesRetail, telecommunications, hospitality, various industries
Search & Comparison IntentUnderstanding support roles assisting clients directlyHandling customer inquiries and resolving issues

The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.

What are the most commonly searched types of Client Services jobs in Bountiful, UT?

The most popular types of Client Services jobs in Bountiful, UT are:

What job categories do people searching Client Services Assistant jobs in Bountiful, UT look for?

The top searched job categories for Client Services Assistant jobs in Bountiful, UT are:

What cities near Bountiful, UT are hiring for Client Services Assistant jobs?

Cities near Bountiful, UT with the most Client Services Assistant job openings:

Client Services Assistant jobs near you

Client Service Associate

Diversify

Sandy, UT • On-site

$13.75 - $19/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 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