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Financial Client Service Associate Jobs in Provo, UT

Diversify

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 ... If you have a strong background in financial services, a passion for client care, and the ability ...

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

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 Client Service Associate to support our ...

Dentist Advisors

Client Service Associate

Holladay, UT · On-site

$14 - $19.25/hr

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 Client Service Associate to support our ...

Diversify

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 ... If you have a strong background in financial services, a passion for client care, and the ability ...

Diversify

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 ... If you have a strong background in financial services, a passion for client care, and the ability ...

Diversify

Client Service Associate

Sandy, UT

$13.75 - $19/hr

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team ... If you have a strong background in financial services, a passion for client care, and the ability ...

Dentist Advisors

Client ServiceAssociate

Holladay, UT · On-site

$14 - $19.25/hr

The Role We're hiring a Client Service 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 ...

Dentist Advisors

Associate Advisor

Holladay, UT

The Role We're hiring an Associate Advisor to support our advisors and help deliver an exceptional ... in financial services who enjoys organization, communication, and being a key part of a client ...

Dentist Advisors

Associate Advisor

Holladay, UT · On-site

The Role We're hiring an Associate Advisor to support our advisors and help deliver an exceptional ... in financial services who enjoys organization, communication, and being a key part of a client ...

Squaremouth

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Wealth Management Client Service Administrator HUB International is a leading full-service global ... Associate's or Bachelor's degree in Finance, Business, or a related field Benefits HUB ...

HUB International

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

HUB

Client Service Coordinator

Sandy, UT

$17 - $22.25/hr

Position Overview The Wealth Management Client Service Administrator plays a vital role in ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

Banfield Pet Hospital

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC ... Associates. This allowance provides financial assistance to pursue continuing education ...

Amicis Global

Client Service Representative

South Jordan, UT · On-site

$15.25 - $20.75/hr

Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries. Successful ...

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All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Provo, UT

Financial Client Service Associate information

See Provo, UT salary details

$13

$30

$64

How much do financial client service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial client service associate in Provo, UT is $30.24, according to ZipRecruiter salary data. Most workers in this role earn between $19.57 and $32.50 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities near Provo, UT are hiring for Financial Client Service Associate jobs?

Cities near Provo, UT with the most Financial Client Service Associate job openings:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Provo, UT as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $62,889 per year, or $30.2 per hour.

Client Service Associate

Diversify

Sandy, UT • On-site

$13.75 - $19/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Job description

Client Service Associate

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering outstanding support and ensuring a seamless client experience. If you have a strong background in financial services, a passion for client care, and the ability to thrive in a fast-paced environment, we would love to hear from you. This is a full-time, in-office role stationed at our headquarters in Sandy, Utah.

Your Impact:

  • Client Relations: Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information.
  • Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
  • Problem Resolution: Identify and resolve client issues or concerns with a focus on delivering effective solutions and maintaining client satisfaction.
  • Coordination: Work closely with financial advisors and other team members to support client needs and ensure consistent service delivery.
  • Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
  • Reporting: Generate and review reports related to client accounts and activities as needed.

Who You Are:

  • 1+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.
  • Required licensing within 6 months of hire: Series 6, Series 63, Series 65, SIE, State Life & Health Insurance
  • Bachelor's degree in finance, business, or a related field is preferred but not required.
  • Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
  • Collaborative mindset with a commitment to contributing to team success

Your Toolkit:

  • Strong computer and technical skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
  • The ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
  • Detail-oriented with an ownership mentality towards the quality of your work.
  • Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits

  • Core Benefits - Medical with HSA and FSA options, dental, and vision.
  • Preparing for Your Future - 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
  • Great Team Culture - Team members consistently rave about having great colleagues.
  • Time Off - We value family, giving back, making a positive impact in society, and creating time to enjoy life. You will enjoy 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

Join Us Now!

If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!

We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V

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