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

Kellton Tech

Client Support Analyst

South Jordan, UT · On-site

Processing incoming and outgoing paperwork including mail and facsimiles; support client service associates and operational personnel; checking inbound client documents for accuracy, notating all ...

Banfield

Client Service Representative

Sandy, UT · On-site

$15.25 - $20.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...

Banfield Pet Hospital

Client Service Representative

Sandy, UT · On-site

$15.25 - $20.75/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...

Squaremouth

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

... services firm. With a network of dedicated professionals across North America and beyond, HUB ... Associate's or Bachelor's degree in Finance, Business, or a related field Benefits HUB ...

Banfield

Client Service Coordinator

West Valley City, UT · On-site

$17.25 - $22.50/hr

If you are a current associate, you will need to apply through our internal career site. Please log ... Actively recruit new clients by promoting hospital services and route the flow of clients and pets ...

Banfield

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 ... services and route the flow of clients and pets to ensure superior client care and maximum ...

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 ... services and route the flow of clients and pets to ensure superior client care and maximum ...

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Client Services Associate information

See Draper, UT salary details

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How much do client services associate jobs pay per hour?

As of Aug 12, 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 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 Draper, UT? The most popular types of Client Services jobs in Draper, UT are:
What job categories do people searching Client Services Associate jobs in Draper, UT look for? The top searched job categories for Client Services Associate jobs in Draper, UT are:
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
Infographic showing various Client Services Associate job openings in Draper, UT as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $43,562 per year, or $20.9 per hour.

Financial Planning Associate

Dentist Advisors

Holladay, UT • On-site

Full-time

Re-posted 8 days ago

Job description

About Us
Dentist Advisors has grown from a small startup into a nationwide leader in personal financial planning and investment management for dentists. Our deep expertise in the dental industry, combined with a strong commitment to technology and education, allows us to deliver proactive, personalized financial advice to dentists across the country.
We are a fast-growing firm that values collaboration, clear communication, adaptability, and follow-through, all while keeping work enjoyable. If you are looking for a dynamic environment where you can grow your career in financial services, we would love to hear from you.
The Role
We're hiring a Financial Planning Associate to support our advisors and help deliver an exceptional client experience. This role is ideal for someone early in their financial 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 clients receive timely, accurate support.
This role can also be a strong starting point for someone building toward a career as a financial advisor. If you're pursuing (or considering) your CFP® certification, you'll get exposure to real planning work and mentorship from senior advisors as you grow your skills and experience.
What You'll Do
  • Assist advisors with daily administrative and client-related tasks

  • Facilitate new client onboarding, including gathering information and preparing required documentation

  • Maintain and update each client's dashboard and financial scorecard

  • Audit, organize, and process quarterly financial reports

  • Communicate with clients to request, collect, and update personal documents

  • Organize and maintain client files in Box and ensure documentation is complete and accurate

  • Support internal data requests and help enhance workflows as our team grows

What Makes You a Great Fit
Personality
  • You're interested in financial services and excited to grow your career in client support or advisory operations, with an interest in eventually becoming a financial advisor

  • You thrive in a fast-paced environment and adapt easily as needs change

  • You take initiative, solve problems independently, and stay one step ahead of what needs to be done

  • You're highly organized, detail-oriented, and able to juggle multiple tasks without losing focus

  • You enjoy building relationships, collaborating with your team, and creating a positive experience for clients

Skills & Qualifications
  • Strong written and verbal communication skills

  • Excellent organization and time-management abilities

  • Experience working in a deadline-driven environment

  • Ability to work both independently and as part of a team

  • Familiarity with financial services, client service roles, or professional office settings

  • Comfortable learning new systems and managing data accurately

  • A BA/BS degree in a related field

Bonus Points
  • CFP® certification, or actively working toward it

  • Experience or interest in financial planning, financial operations, or client service in a professional services firm

  • Familiarity with Salesforce, eMoney, Black Diamond, or Charles Schwab

Apply