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How much do client services associate jobs pay per hour?

As of Jun 9, 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, and why are they important?

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 June 2026, with employment types broken down into 83% Full Time, 16% Part Time, and 1% Temporary. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $42,421 per year, or $20.4 per hour.

Client Onboarding & Growth Associate

Beacon National Agency

Sandy, UT • On-site, Remote

Full-time

Posted 25 days ago

Job description

Beacon National Agency is seeking a motivated Client Onboarding & Growth Associate to help guide individuals and families toward financial protection and long-term security. In this role, you will support new client onboarding, build meaningful relationships, and help identify growth opportunities through personalized financial protection solutions.
This position blends the flexibility of remote work with the structure, mentorship, and systems of a growing national financial services organization. You will work directly with interested prospects, provide education on financial protection strategies, and ensure a smooth, supportive onboarding experience for every client.
Opportunity Highlights
  • Flexible remote work environment that supports work-life balance
  • Qualified inbound prospects, focus on meaningful conversations, not cold outreach
  • Fast commission processing to support consistent income flow
  • Access to professional tools and systems provided by the organization
  • Structured mentorship and leadership support for professional development
Key Responsibilities
  • Serve as the first point of contact for individuals seeking financial protection solutions
  • Guide new clients through a smooth and supportive onboarding experience
  • Conduct virtual discovery meetings to understand client needs and financial goals
  • Present tailored protection strategies including IUL policies, annuities, and life insurance
  • Maintain consistent communication and follow-up to support client growth and satisfaction
  • Contribute to personal and team growth targets through disciplined activity and relationship building
Ideal Candidate Profile
  • Client-focused mindset with strong integrity and professionalism
  • Self-motivated with clear personal and career goals
  • Growth-oriented and open to coaching and continuous improvement
  • Strong communication skills with confidence in virtual meetings and presentations
  • Comfortable building relationships and guiding clients through important financial decisions
Opportunity Structure
This is a 1099 commission-based opportunity designed for entrepreneurial professionals who want to build a scalable career in financial services. As a Client Onboarding & Growth Associate, you will specialize in helping clients implement financial protection strategies such as Indexed Universal Life (IUL) policies, annuities, and life insurance.
At Beacon National Agency, you'll have the opportunity to make a meaningful impact on clients' financial futures while building your own path toward professional growth and unlimited earning potential.

Apply