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Client Services Associate Jobs in Draper, UT (NOW HIRING)

K2services

Office Services Associate

Salt Lake City, UT · On-site

$15.50 - $19.25/hr

The Office Services Associate position will be a highly visible point of contact to our internal ... This role will uphold clients' values and will work closely with the Client Service Manager to ...

Ameriprise Financial

Client Service Associate

Midvale, UT

$13.75 - $18.75/hr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Ameriprise Financial

Client Service Associate

Midvale, UT · On-site

$13.75 - $18.75/hr

About Our Company We're a diversified financial services leader with more than $1.5 trillion in ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

NBH Bank

Client Services & Solutions - Specialist II

Lehi, UT · On-site

$16 - $21/hr

Our associates understand the complexities of people's lives and offer simple solutions. That's the ... As a result, this Client Services and Solutions Specialist will play a pivotal role in nurturing ...

Kiln

Member Experience Associate

Lehi, UT · On-site

$20/hr

Promote Kiln's services and offerings while driving member engagement. As Member Experience Associate, You Will: Provide Front Desk & Member Support: * Greet members, guests, and team members warmly ...

Kiln

Member Experience Associate

Lehi, UT · On-site

Promote Kiln's services and offerings while driving member engagement. As Member Experience Associate, You Will: Provide Front Desk & Member Support: * Greet members, guests, and team members warmly ...

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Client Services Associate information

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How much do client services associate jobs pay per hour?

As of Jul 2, 2026, the average hourly pay for client services associate in Draper, UT is $20.94, according to ZipRecruiter salary data. Most workers in this role earn between $15.96 and $23.37 per hour, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

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 jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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 customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

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 cities near Draper, UT are hiring for Client Services Associate jobs? Cities near Draper, UT with the most Client Services Associate job openings:
Client Services Associate jobs near you
Wealth Service Associate - Salt Lake City

Wealth Service Associate - Salt Lake City

Zions Bank

Salt Lake City, UT • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Job description

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Role Summary
The Wealth Service Associate plays a pivotal role in delivering a consistent and exceptional client experience across defined wealth segments. This role supports multiple Wealth Advisors by executing service activities with precision, leveraging data and technology, and contributing to a team-based service model. The CASA is instrumental in operational excellence, client satisfaction, and continuous improvement across the client lifecycle. This role will be located at our downtown Salt Lake City, UT location.
General Responsibilities
  • Deliver client service aligned to defined segmentation models.
  • Utilize Salesforce Financial Services Cloud and integrated workflows to manage service requests and track client interactions.
  • Participate in continuous training and development programs based on a tiered skills matrix.
  • Contribute to a culture of recognition, feedback, and shared accountability.
  • Support the implementation of best practices and standardized processes through a centralized resource center.
  • Assists wealth management advisors and planners in managing and building client relationships.
  • Responsible for assisting with the administration of wealth management client accounts across multiple platforms through facilitating new account onboarding, monitoring and processing cash flows, account maintenance, and account closing.
  • Assists clients, advisors and planners with tactical questions and resolving client account issues.
  • Performs various functions associated with account governance, compliance, and regulatory requests.
  • Other duties as assigned.

Qualifications
  • Requires High School diploma or equivalent and some years of account servicing, sales, customer service in the financial services industry or other directly related experience.
  • A combination of experience and education may meet job requirements.
  • College degree preferred.
  • Series 7 & 66, (63/65) preferred, life and health within the first 180 days of employment also preferred.
  • Basic knowledge of financial services industry and products.
  • Must have good customer service skills and demonstrate client empathy.
  • Solid oral and written communication skills to create relationships with clients.
  • Must be detail oriented and be able to work well under pressure and meet deadlines.
  • Ability to resolve client account issues.
  • Proficient in office software applications.
  • Strong aptitude for learning and applying new technologies (e.g., Salesforce FSC, data analytics tools, Copilot, etc).
  • Demonstrated ability to work within a team-based service model and contribute to a culture of achievement, commitment, excellence, and synergy.
  • Commitment to continuous learning and professional development through structured training tiers.
  • Experience in a client-facing financial services role preferred; knowledge of wealth management operations is a plus.

Work Location:
This position can is located in our downtown Salt Lake City, UT office
Values & Culture
At Zions Wealth Management, we are guided by our mission to build trust and bridge the gap between possibility and reality for our clients. We value achievement, commitment, excellence, and synergy. Our team culture emphasizes autonomy, emotional investment, and a shared sense of purpose. We believe in recognizing contributions, fostering open communication, and supporting each team member's career journey.
Benefits
  • Medical, Dental and Vision Insurance - START DAY ONE!
  • Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
  • Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
  • Paid Training, Paid Time Off (PTO) and 12 Paid Federal Holidays, and any applicable state holidays
  • 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
  • Mental health benefits including coaching and therapy sessions
  • Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
  • Employee Ambassador preferred banking products

Illusion
Zions Bank logo

About Zions Bank

Sourced by ZipRecruiter

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career.

Industry

Commercial banking

Company size

1,001 - 5,000 Employees

Headquarters location

Salt Lake City, UT, US

Year founded

1873

Social media

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