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Client Services Associate Jobs in Utah (NOW HIRING)

iCapital

Client Service Associate

Salt Lake City, UT · On-site

$70K - $85K/yr

About the Role iCapital is seeking an Associate to service the company's rapidly growing client ... Passion for client services and exceeding client expectations * Experience working for or with ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

Client Service Associate We are seeking a motivated and detail-oriented Client Service Associate to ... If you have a strong background in financial services, a passion for client care, and the ability ...

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 ... If you have a strong background in financial services, a passion for client care, and the ability ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... If you have a strong background in financial services, a passion for client care, and the ability ...

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 ... If you have a strong background in financial services, a passion for client care, and the ability ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for client services associate in Utah is $20.39, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $22.74 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What is a client services associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

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

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Utah?

The most popular types of Client Services jobs in Utah are:

What are popular job titles related to Client Services Associate jobs in Utah?

For Client Services Associate jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Utah look for?

The top searched job categories for Client Services Associate jobs in Utah are:

What cities in Utah are hiring for Client Services Associate jobs?

Cities in Utah with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $42,421 per year, or $20.4 per hour.

Client Service Associate

iCapital

Salt Lake City, UT • On-site

$70K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

About the Role

iCapital is seeking an Associate to service the company’s rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform, and works closely with fund sponsors using the platform for distribution. The team’s goal is to optimize the user experience and ensure clients’ overall success.

Responsibilities

  • Provide ongoing client and advisor support by managing inbound phone and email inquiries, delivering timely and accurate responses, escalating issues as appropriate, and ensuring a high level of overall client satisfaction.
  • Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
  • Assist with special projects for Senior Management in support of iCapital’s businesses.

Qualifications

  • Bachelor’s Degree
  • 2-5+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments
  • Team player with a proven track record at working cross-functional lines of an organization and with a variety of key stakeholders
  • Passion for client services and exceeding client expectations
  • Experience working for or with wealth management firms is preferred
  • Experience with SAAS offerings and wealth tech platforms is preferred
  • Strong experience in Microsoft Office applications, specifically Excel and PowerPoint
  • Excellent organizational, communication, and presentation skills
  • Able to manage phone queue during operating hours 8:30am-6:00pm MST
  • Able to meet deadlines and work effectively under pressure

Benefits

The base salary range for this role is $70,000 to $85,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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