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Private Client Associate Jobs in Utah (NOW HIRING)

Bank of Utah

Banking Associate

Brigham City, UT

$16 - $18/hr

... privately owned community banks. We were named S amp;P Global Top 20 Bank two years in a row and a ... Key Responsibilities Client amp; Transaction Support * Process routine account transactions and ...

Bank of Utah

Banking Associate II

Spanish Fork, UT · On-site

$18 - $23/hr

... privately owned community banks. We were named S amp;P Global Top 20 Bank two years in a row and a ... Key Responsibilities Client Relationship Servicing * Perform consumer and business account opening ...

Bank of Utah

Banking Associate II

Logan, UT

$18 - $23/hr

... privately owned community banks. We were named S amp;P Global Top 20 Bank two years in a row and a ... Key Responsibilities Client Relationship Servicing * Perform consumer and business account opening ...

Scalar

Associate - Valuation

Draper, UT · On-site

$65K/yr

... client engagement. Founded in 2009, Scalar has grown into a world-class financial firm that ... Scalar specializes in complex valuations across private and public markets, with deep expertise in ...

Scalar

Senior Associate - Valuation

Draper, UT · On-site

$75K - $85K/yr

... client engagement. Founded in 2009, Scalar has grown into a world-class financial firm that ... Scalar specializes in complex valuations across private and public markets, with deep expertise in ...

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Private Client Associate information

See Utah salary details

$26.2K

$47K

$85.7K

How much do private client associate jobs pay per year?

As of Jun 12, 2026, the average yearly pay for private client associate in Utah is $46,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,480.00 and $59,547.00 per year, depending on experience, location, and employer.

What does a client associate do?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and handling client communications. They often assist with onboarding, account maintenance, and ensuring compliance with industry regulations, requiring strong organizational and communication skills.

What job makes $10,000 a month without a degree?

A Private Client Associate typically earns less than $10,000 per month, but high-earning roles without a degree include sales managers, real estate brokers, or entrepreneurs in certain industries. Success in these roles often depends on experience, skills, and performance rather than formal education.

Is Associate the lowest position?

In the private client services field, the Associate role is typically an entry-level or early-career position, but it is not always the lowest. Some firms have internship or analyst roles below Associate, while others may have support or administrative roles at the entry level. Advancement often requires gaining experience, skills, and certifications such as the CFP or CFA.

How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a Private Client Associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

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

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

Is client associate entry level?

A Private Client Associate role is often considered entry-level, especially for those starting a career in wealth management or private banking. However, some positions may require prior experience or relevant certifications such as the Series 7 or Series 66, depending on the firm and responsibilities involved.
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What cities in Utah are hiring for Private Client Associate jobs? Cities in Utah with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Utah as of June 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,998 per year, or $22.6 per hour.

Fund Reporting - Analyst / Associate

iCapital

Salt Lake City, UT • On-site, Remote

$60K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Job description

About the Role

iCapital is looking for an Analyst or Associate to join the Fund Reporting team. This individual will be responsible for the preparation and distribution of investor communications, with an emphasis on client fund level reports for private equity fund-of-funds, feeder funds, and monthly hedge fund reporting for private clients.  This individual will have constant interaction with industry leading wirehouses, as well as investment and accounting professionals at the underlying private equity funds and hedge funds.

 

Responsibilities

  • Work on a team of investment professionals who are responsible for the preparation and review of quarterly fund level client reporting with respect to private equity, real estate, secondary, and credit fund-of-funds and feeder funds currently under management:
  • Review, digest, and extract information from the reports provided by the underlying private equity sponsors and draft the relevant information to be included in the client quarterly performance updates.
  • Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports.
  • Liaise with administrators to determine correct quantitative data for reporting purposes and be able to understand portfolio company performance and fund valuation drivers.
  • Coordinate internal compliance review and approvals.
  • Ensure timely distribution of reports to clients and relationship managers.
  • Review the monthly hedge fund fact card reporting.
  • Draft wording for capital call and distribution notices to investors.
  • Maintain communication with underlying financial sponsors regarding portfolio company activities and their impact on valuation.
  • Coordinate periodic investment portfolio and valuation reviews with other members of the team.
  • Serve as the private equity product specialist in connection with requests for information from relationship managers and clients (i.e. regarding fund performance, capital calls, and other fund-related activities) as well as fund performance update meetings.

Qualifications

  • 1-4 years of experience, preferably with hedge funds, private equity, or real estate industry, and open to recent graduates with relevant experience
  • Previous experience in report writing, investor communications, and business writing skills are preferred
  • Motivated, detail-oriented, and able to independently solve problems
  • Microsoft office skills are required (Word, Excel, PowerPoint). Strong knowledge of Excel with experience of manipulation and presentation of data
  • Strong communication skills are essential
  • Able to handle multiple tasks and prioritize assignments with excellent time management skills
  • Proactive team player with positive attitude and willingness to work in a fast-moving entrepreneurial environment

Benefits

The base salary range for this role is $60,000 to $85,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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