Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Client Solutions Advisory * Pipeline Management * Prioritization * Administrative Services
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 ... Identify and resolve client issues or concerns with a focus on delivering effective solutions and ...
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 ... Identify and resolve client issues or concerns with a focus on delivering effective solutions and ...
We are looking for full-time, in person Entry Level Assurance Associates in our Salt Lake City ... to the client's solutions, potentially developing new or additional business for the Firm.
We are looking for full-time, in person Entry Level Assurance Associates in our Salt Lake City ... to the client's solutions, potentially developing new or additional business for the Firm.
Associate Account Director
Lehi, UT · On-site
$350K/yr
Role Overview The Associate Account Director supports the strategic and relationship management of ... client solutions * Mentor junior team members through coaching, feedback, and day-to-day support ...
Associate Account Director
Lehi, UT · On-site
$350K/yr
Role Overview The Associate Account Director supports the strategic and relationship management of ... client solutions * Mentor junior team members through coaching, feedback, and day-to-day support ...
Role Overview The Associate Account Director supports the strategic and relationship management of ... client solutions * Mentor junior team members through coaching, feedback, and day-to-day support ...
Role Overview The Associate Account Director supports the strategic and relationship management of ... client solutions * Mentor junior team members through coaching, feedback, and day-to-day support ...
Client Service Associate
$13.75 - $19/hr
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... Identify and resolve client issues or concerns with a focus on delivering effective solutions and ...
Client Service Associate
$13.75 - $19/hr
We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... Identify and resolve client issues or concerns with a focus on delivering effective solutions and ...
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 ... Identify and resolve client issues or concerns with a focus on delivering effective solutions and ...
Quick apply
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 ... Identify and resolve client issues or concerns with a focus on delivering effective solutions and ...
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 ... Identify and resolve client issues or concerns with a focus on delivering effective solutions and ...
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 ... Identify and resolve client issues or concerns with a focus on delivering effective solutions and ...
We are looking for full-time, in person Entry Level Assurance Associates in our Salt Lake City ... to the client's solutions, potentially developing new or additional business for the Firm.
We are looking for full-time, in person Entry Level Assurance Associates in our Salt Lake City ... to the client's solutions, potentially developing new or additional business for the Firm.
We are looking for full-time, in person Entry Level Assurance Associates in our Salt Lake City ... to the client's solutions, potentially developing new or additional business for the Firm.
We are looking for full-time, in person Entry Level Assurance Associates in our Salt Lake City ... to the client's solutions, potentially developing new or additional business for the Firm.
Member Services Associate
Lehi, UT · On-site
$19 - $19.80/hr
... or Associate's degree ABOUT US: Russell Tobin is a leading minority-owned professional and ... sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with ...
Member Services Associate
Lehi, UT · On-site
$19 - $19.80/hr
... or Associate's degree ABOUT US: Russell Tobin is a leading minority-owned professional and ... sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with ...
Relationship Banker
American Fork, UT · On-site
$16.50 - $21.75/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management
Relationship Banker
American Fork, UT · On-site
$16.50 - $21.75/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management
Relationship Banker
Orem, UT · On-site
$16 - $21/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management
Relationship Banker
Orem, UT · On-site
$16 - $21/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management
Relationship Banker
Lehi, UT · On-site
$17.25 - $22.75/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management
Relationship Banker
Lehi, UT · On-site
$17.25 - $22.75/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management
Relationship Banker - San Fernando Valley East area
Woodland Hills, UT · On-site
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory Relationship Building Business Development Pipeline Management ...
Relationship Banker - San Fernando Valley East area
Woodland Hills, UT · On-site
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory Relationship Building Business Development Pipeline Management ...
Relationship Banker - San Fernando Valley East area - Bilingual Armenian required
Woodland Hills, UT · On-site
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory Relationship Building Business Development Pipeline Management ...
Relationship Banker - San Fernando Valley East area - Bilingual Armenian required
Woodland Hills, UT · On-site
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory Relationship Building Business Development Pipeline Management ...
Relationship Banker
Orem, UT · On-site
$16 - $21/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management
Relationship Banker
Orem, UT · On-site
$16 - $21/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Client Solutions Advisory * Relationship Building * Business Development * Pipeline Management
Client Solutions Associate information
See Orem, UT salary details
$8.78 - $11.21
3% of jobs
$11.21 - $13.64
12% of jobs
$14.69 is the 25th percentile. Wages below this are outliers.
$13.64 - $16.07
23% of jobs
The median wage is $17.24 / hr.
$16.07 - $18.50
24% of jobs
$20.50 is the 75th percentile. Wages above this are outliers.
$18.50 - $20.94
15% of jobs
$20.94 - $23.37
10% of jobs
$23.37 - $25.80
6% of jobs
$25.80 - $28.23
2% of jobs
$28.23 - $30.66
2% of jobs
$30.66 - $33.10
1% of jobs
$33.10 - $35.53
1% of jobs
$8
$19
$35
How much do client solutions associate jobs pay per hour?
As of Aug 31, 2026, the average hourly pay for client solutions associate in Orem, UT is $19.48, according to ZipRecruiter salary data. Most workers in this role earn between $14.86 and $21.73 per hour, depending on experience, location, and employer.
What is a client solutions associate?
Client Solutions Associates are professionals who act as a liaison between clients and their company, ensuring that clients’ needs and objectives are understood and met. They typically work in industries such as finance, consulting, or technology, supporting sales teams and delivering tailored solutions to clients. Their responsibilities often include managing client relationships, providing product or service support, and collaborating with internal teams to resolve issues. Strong communication, problem-solving, and organizational skills are essential for success in this role.
How does a client solutions associate typically collaborate with sales and account management teams?
Client Solutions Associates work closely with both sales and account management teams to ensure client needs are understood and addressed effectively. They often serve as a vital communication bridge, translating client objectives into actionable strategies while supporting the sales process with research, presentations, and solution development. Their role involves coordinating meetings, gathering feedback, and ensuring that client campaigns or projects are executed smoothly, which requires strong interpersonal and organizational skills. This collaborative environment provides valuable exposure to various business functions and can lead to advancement opportunities in client management or strategic roles.
What are the key skills and qualifications needed to thrive as a client solutions associate, and why are they important?
To excel as a Client Solutions Associate, you need strong analytical abilities, business acumen, and a bachelor's degree in a relevant field such as business, finance, or economics. Familiarity with CRM software, data analysis tools, and proficiency in Microsoft Office are typically required. Exceptional communication, problem-solving, and relationship-building skills help you effectively address client needs and collaborate across teams. These qualifications are essential for delivering tailored solutions, ensuring client satisfaction, and driving business growth.
What is the difference between Client Solutions Associate vs Account Manager?
| Aspect | Client Solutions Associate | Account Manager |
|---|---|---|
| Primary Role | Supports client needs, assists in solution delivery, and coordinates between teams | Manages client accounts, maintains relationships, and drives account growth |
| Required Skills | Communication, problem-solving, product knowledge | Relationship management, sales, strategic planning |
| Work Environment | Collaborative, team-oriented, often in client-facing settings | Client-focused, sales-driven, often in account management teams |
| Common Usage | Used in tech, consulting, and service industries | Common in advertising, marketing, and SaaS sectors |
The main difference is that a Client Solutions Associate primarily supports client needs and coordinates solutions, while an Account Manager focuses on managing client relationships and growing accounts. Both roles require strong communication skills and industry knowledge, but their core responsibilities differ in scope and focus.
Is a client solutions associate a good job?
A client solutions associate role involves managing client relationships, providing support, and developing solutions to meet client needs, often requiring strong communication and problem-solving skills. It can offer opportunities for career growth, industry experience, and skill development, making it a valuable position for those interested in client-facing roles in business or sales environments.
What are the most commonly searched types of Client Solutions jobs in Orem, UT?
The most popular types of Client Solutions jobs in Orem, UT are:
What are popular job titles related to Client Solutions Associate jobs in Orem, UT?
For Client Solutions Associate jobs in Orem, UT, the most frequently searched job titles are:
What job categories do people searching Client Solutions Associate jobs in Orem, UT look for?
The top searched job categories for Client Solutions Associate jobs in Orem, UT are:
Bank Of America rating
8.2
Based on 532 frontline employees who took The Breakroom Quiz
51st of 173 rated banks
Job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
Required Qualifications:
Desired Qualifications:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
"Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
"Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
What Bank Of America employees say
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Benefits
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About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US