ZipRecruiter

Log In

1

Senior Client Associate Jobs in Orem, UT (NOW HIRING)

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 ... senior advisors as you grow your skills and experience. What You'll Do * Assist advisors with daily ...

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 ... senior advisors as you grow your skills and experience. What You'll Do * Assist advisors with daily ...

TeuscherWalpole

Be Seen First

Senior Tax Associate

Draper, UT · On-site

$80K - $110K/yr

Teuscher Walpole is seeking a Senior Tax Associates to server as technical advisors, providing ... Monitor project budgets, recommend billing, and ensure client satisfaction. * Participate in firm ...

New

Office Depot

Retail Part Time Sr. Store Associate

Orem, UT

$13 - $15.75/hr

... client satisfaction. The Sr. Store Associate will support a customer-centric environment, engagement with the local community, all while contributing to a positive culture aligned with the Office ...

next page

Showing results 1-20

All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Orem, UT

Senior Client Associate information

See Orem, UT salary details

$25.2K

$64.5K

$115.6K

How much do senior client associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for senior client associate in Orem, UT is $64,506.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,700.00 and $82,600.00 per year, depending on experience, location, and employer.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What are popular job titles related to Senior Client Associate jobs in Orem, UT?

For Senior Client Associate jobs in Orem, UT, the most frequently searched job titles are:

What job categories do people searching Senior Client Associate jobs in Orem, UT look for?

The top searched job categories for Senior Client Associate jobs in Orem, UT are:

What cities near Orem, UT are hiring for Senior Client Associate jobs?

Cities near Orem, UT with the most Senior Client Associate job openings:

Senior Client Associate jobs near you

Client Service Associate

Dentist Advisors

Holladay, UT • On-site

$14 - $19.25/hr

Full-time

Re-posted 18 days ago

Job description

About Us
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

Apply