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Financial Service Associate Jobs in Utah (NOW HIRING)

Dentist Advisors

Client Service Associate

Salt Lake City, UT · On-site

$14 - $19.25/hr

Client Service Associate 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 ...

Rho

Client Service Associate

Salt Lake City, UT · On-site

$58K - $70K/yr

Client Service Associate As a Client Service Associate on the Client Services team, you will support our clients (entrepreneurs and their finance teams) by providing effective, timely assistance over ...

Diversify

Client Service Associate

Orem, UT · On-site

$12.50 - $17.50/hr

Client Service Associate Diversify is the future of wealth management. Founded by seasoned advisors ... 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

$13.75 - $19/hr

Client Service Associate Diversify is the future of wealth management. Founded by seasoned advisors ... 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

The Role We're hiring a Client Service Associate to support our advisors and help deliver an ... This role is ideal for someone early in their financial services career who enjoys organization ...

Dentist Advisors

Client Service Associate

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 ... This role is ideal for someone early in their financial services career who enjoys organization ...

Rho

Client Service Associate

Salt Lake City, UT · On-site

$58K - $70K/yr

About the Role As a Client Service Associate on the Client Services team, you will support our clients (entrepreneurs and their finance teams) by providing effective, timely assistance over live chat ...

Diversify

Client Service Associate

Orem, UT

$12.50 - $17.50/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

Orem, UT · On-site

$40K - $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

Orem, UT · On-site

$12.50 - $17.50/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

$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

$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 ...

Keybank

Financial Wellness Associate

Tooele, UT · On-site

$19.23 - $28.37/hr

FWA's split their time between client servicing and transaction support (70% of time), and engaging ... Accepts and accurately processes all financial service transactions, while identifying ...

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All JobsFinancial Service Associate JobsFinancial Service Associate Jobs in Utah

Financial Service Associate information

See Utah salary details

$12

$29

$61

How much do financial service associate jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for financial service associate in Utah is $29.10, according to ZipRecruiter salary data. Most workers in this role earn between $18.80 and $31.30 per hour, depending on experience, location, and employer.

What is the difference between Financial Service Associate vs Financial Advisor?

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

What are the most commonly searched types of Financial Service jobs in Utah?

The most popular types of Financial Service jobs in Utah are:

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $60,523 per year, or $29.1 per hour.

Client Service Associate

Salt Lake City, UT • On-site

Dentist Advisors
Finance and Insurance • 11 - 50 employees
Learn more about Dentist Advisorsexternal

$14 - $19.25/hr

Other

Posted 21 days ago

Job description

Client Service Associate

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 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 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

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