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Financial Service Associate Jobs in Utah (NOW HIRING)

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 ...

Customer Service Associate

Layton, UT

$13.25 - $18.25/hr

Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

Customer Service Associate

Draper, UT · On-site

$13.50 - $18.75/hr

Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

Customer Service Associate

Provo, UT · On-site

$13.75 - $19/hr

Customer Service Associate As one of the largest for-profit thrift operators in the United States ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

Customer Service Associate

Orem, UT · On-site

$12.50 - $17.50/hr

Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

Customer Service Associate

Ogden, UT · On-site

$14.25 - $19.50/hr

Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

Customer Service Associate

Midvale, UT · On-site

$13.75 - $18.75/hr

Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

The Role We're hiring an Associate Advisor to support our advisors and help deliver an exceptional ... This role is ideal for someone with experience in financial services who enjoys organization ...

Customer Service Associate

Layton, UT · On-site

$13.25 - $18.25/hr

Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

Showing results 21-40

Financial Service Associate information

See Utah salary details

$12

$29

$61

How much do financial service associate jobs pay per hour?

As of Sep 11, 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:

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.

Financial Wellness Associate

Tooele, UT • On-site

KeyBank
Banking and Credit Intermediation • 10K+ employees

Full-time

Posted 11 days ago


KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz


Job description

Location:
201 North Main Street - Tooele, Utah 84074-0400
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
  • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
  • Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
  • Acts as a resource to identify and resolve more complex client servicing issues.
  • Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
  • Consistently attains individual activity, behavior, and outcome goals and expectations.
  • Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
  • Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
  • Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
  • Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
  • Work on Saturdays as directed by management.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • High School Diploma GED, or equivalent business experience (required)

Work Experience
  • Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
  • Experienced in cash handling. (required)
  • General understanding of PC with Windows based applications and calculator. (required)
  • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)

Licenses and Certifications
  • Notary License within 180 Days (preferred)

Skills
  • Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
  • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
  • Strong work ethic and high level of integrity.
  • Excellent time management skills.
  • Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
  • Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
  • Educating clients on financial concepts, products, and services to empower them to make informed decisions.
  • Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
  • Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
  • Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
  • Ability to gain market insight and spot trends to provide sound financial strategies.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands
  • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.

Driving Requirements
  • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

Work Location Category
  • Office-Based

COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 10/30/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849