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Finance Associate Jobs in Draper, UT (NOW HIRING)

Ameriprise Financial

Client Service Associate

Midvale, UT · On-site

$13.75 - $18.75/hr

We are a longstanding leader in financial planning and advice, a global asset manager and an ... The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible ...

Pinnacle Financial

Be Seen First

Regional Sales Associate

Salt Lake City, UT · On-site

$80K - $135K/yr

Regional Sales Associate Uncapped Income + Company Training Pinnacle Financial is seeking a motivated Regional Sales Associate to join our high-performing team. This is a full-time, independent ...

Everlight Solar

Finance Assistant

Salt Lake City, UT · Remote

$30K - $40K/yr

Everlight Solar is seeking a skilled a financially-minded individual to assist in managing, processing, and troubleshooting various accounts and transactions. We are looking for a reliable individual ...

Everlight Solar

Finance Assistant

Salt Lake City, UT · On-site

$30K - $40K/yr

Everlight Solar is seeking a skilled a financially-minded individual to assist in managing, processing, and troubleshooting various accounts and transactions. We are looking for a reliable individual ...

Everlight Solar

Finance Assistant

Salt Lake City, UT · On-site

$30K - $40K/yr

Everlight Solar is seeking a skilled a financially-minded individual to assist in managing, processing, and troubleshooting various accounts and transactions. We are looking for a reliable individual ...

Standish Management

Associate

Salt Lake City, UT

$60K/yr

Standish Management is looking for associates to join our fund administration team. With guidance ... Data entry of financial and client information into recordkeeping system * Serve as an essential ...

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Finance Associate information

See Draper, UT salary details

$28.5K

$65.8K

$129K

How much do finance associate jobs pay per year?

As of Jul 20, 2026, the average yearly pay for finance associate in Draper, UT is $65,786.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,700.00 and $72,000.00 per year, depending on experience, location, and employer.

What are the top 10 jobs in finance?

Top jobs in finance include financial analyst, investment banker, financial manager, accountant, risk manager, compliance officer, financial advisor, auditor, portfolio manager, and credit analyst. These roles often require strong analytical skills, proficiency with financial software, and relevant certifications such as CFA or CPA. They are typically found in banking, investment firms, corporate finance, and accounting firms.

What Is a Finance Associate?

A finance associate provides support to a financial manager regarding financial statements and other legal documentation for a company. As a finance associate, your primary duties are to help managers in planning investments, creating budgets, assessing company payments, and making suggestions on how to increase profitability. Qualifications for this career include a bachelor’s degree in finance, accounting, or economics, job experience in the banking or accounting industry, organizational skills, and the ability to create and manage complex financial documents and spreadsheets.

How much does a finance associate earn?

The average salary for a finance associate typically ranges from $50,000 to $70,000 annually, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those in high-cost areas can earn higher salaries. Skills in financial analysis and proficiency with tools like Excel or financial software can influence compensation.

What are the key skills and qualifications needed to thrive as a Finance Associate, and why are they important?

To thrive as a Finance Associate, you need a strong grasp of financial analysis, accounting principles, and a relevant degree such as finance, accounting, or economics. Proficiency in Microsoft Excel, financial modeling software, and familiarity with ERP systems like SAP or Oracle are typically expected. Attention to detail, analytical thinking, and effective communication are standout soft skills for this role. These competencies ensure accurate financial reporting, insightful analysis, and smooth collaboration within finance teams and with other departments.

What do you do as a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and accounting software and may review financial documents to ensure accuracy. The role typically requires strong analytical skills and attention to detail.

What do financial associates do?

Financial associates analyze financial data, prepare reports, and support budgeting and forecasting processes. They often use tools like Excel and financial software, and their work involves ensuring accuracy in financial records and assisting with client or company financial strategies.

What are some common challenges Finance Associates face when managing multiple deadlines and reporting requirements?

Finance Associates often juggle several tasks with tight deadlines, such as preparing financial reports, processing invoices, and supporting month-end or quarter-end closing activities. Balancing these responsibilities can be challenging, especially during peak reporting periods. Effective time management, strong organizational skills, and clear communication with team members and other departments are essential to meet expectations and ensure accuracy. Many organizations provide structured workflows and support from senior finance staff to help associates manage these demands.

What are Finance Associates?

Finance Associates are entry- to mid-level professionals who support the financial operations of an organization. Their responsibilities typically include preparing financial reports, analyzing budgets, assisting with audits, and ensuring compliance with financial regulations. They work closely with accountants, financial analysts, and managers to help maintain the company’s fiscal health. Finance Associates often use financial software and spreadsheets to track transactions and prepare documentation. This role is a common starting point for those looking to advance in corporate finance or accounting careers.
More about Finance Associate jobs
What are the most commonly searched types of Finance jobs in Draper, UT? The most popular types of Finance jobs in Draper, UT are:
What job categories do people searching Finance Associate jobs in Draper, UT look for? The top searched job categories for Finance Associate jobs in Draper, UT are:
What cities near Draper, UT are hiring for Finance Associate jobs? Cities near Draper, UT with the most Finance Associate job openings:
Finance Associate jobs near you
Infographic showing various Finance Associate job openings in Draper, UT as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $65,786 per year, or $31.6 per hour.
Client Service Associate

Client Service Associate

Ameriprise Financial

Midvale, UT • On-site

$13.75 - $18.75/hr

Full-time

Posted 25 days ago

Ameriprise rating

7.9

Company rating: 7.9 out of 10

Based on 120 frontline employees who took The Breakroom Quiz

85th of 148 rated financial services

Job description

About Our Company


We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you'll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to understanding firm policies, procedures and digital tools. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support - it's all about helping you effectively develop to reach your full potential!
Key Responsibilities:
Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.
Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.
Required Qualifications:
Associate (2-year) degree or equivalent.
3-5 years relevant experience required.
Experience working in a client service environment.
Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.Key Responsibilities
  • Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
  • Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
  • Prepare and ensure new business paperwork is submitted in good order which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
  • Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.
  • Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Required Qualifications
  • Associate (2-year) degree or equivalent
  • 3-5 years Relevant Experience Required
  • Experience working in a client service environment.
  • Detail orientated, strong math, and analytical skills. Good organization and time management skills.
  • Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
  • Able to communicate with all levels within the organization. Process oriented and can work with a team.
  • Strong computer and software skills.

Preferred Qualifications
  • Bachelors degree or equivalent

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

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Benefits

Hours and flexibility

Workplace

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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