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Wealth Management Client Associate Jobs in Utah (NOW HIRING)

HUB International

Client Service Coordinator

Sandy, UT · On-site

$17 - $22.25/hr

Our Wealth Management division is committed to delivering exceptional, personalized financial ... 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

Our Wealth Management division is committed to delivering exceptional, personalized financial ... Associate's orBachelor's degree in Finance, Business, or a related field Benefits HUB International ...

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

About Us Diversify is the future of wealth management. Founded by seasoned advisors and industry ... We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team.

Diversify

Client Service Associate

Sandy, UT · On-site

$13.75 - $19/hr

About Us Diversify is the future of wealth management. Founded by seasoned advisors and industry ... We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team.

Diversify

Client Service Associate

Sandy, UT · On-site

$45K - $50K/yr

About Us Diversify is the future of wealth management. Founded by seasoned advisors and industry ... We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team.

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All JobsWealth Management Client Associate JobsWealth Management Client Associate Jobs in Utah

Wealth Management Client Associate information

See Utah salary details

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How much do wealth management client associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for wealth management client associate in Utah is $20.39, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $22.74 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are the key skills and qualifications needed to thrive as a wealth management client associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

What cities in Utah are hiring for Wealth Management Client Associate jobs?

Cities in Utah with the most Wealth Management Client Associate job openings:

Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in Utah as of August 2026, with employment types broken down into 62% Full Time, 25% Part Time, and 13% Contract. Highlights an 100% In-person job distribution, with an average salary of $42,421 per year, or $20.4 per hour.

Client Service Coordinator

HUB International Limited

Sandy, UT • On-site

$17 - $22.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

HUB International rating

8.0

Company rating: 8.0 out of 10

Based on 140 frontline employees who took The Breakroom Quiz

167th of 311 rated insurance

Job description

About HUB International
HUB International is a leading full-service global insurance broker and financial services firm. With a network of dedicated professionals across North America and beyond, HUB delivers a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. Our Wealth Management division is committed to delivering exceptional, personalized financial guidance to our clients - and we're looking for a driven professional to join our team.
Position Overview
The Wealth Management Client Service Administrator plays a vital role in supporting our financial advisors and ensuring our clients receive a seamless, high-quality service experience. This individual will be responsible for managing administrative operations within the wealth management practice, acting as a key liaison between clients, advisors, and financial institutions. The ideal candidate brings a professional demeanor, strong organizational skills, and a passion for client service in a financial services environment.
Key Responsibilities
Client Service & Relationship Support
  • Serve as the primary point of contact for client inquiries, ensuring timely, accurate, and professional responses

  • Coordinate client onboarding, account opening, and documentation processes with custodians and financial institutions

  • Maintain and update client records, ensuring data integrity within CRM and portfolio management systems

  • Prepare and distribute account statements, financial reports, and correspondence on behalf of advisors

  • Schedule and coordinate client meetings, reviews, and follow-up communications

Administrative & Operational Support
  • Process new account applications, transfers, beneficiary changes, and other service requests accurately and efficiently

  • Liaise with custodians, third-party providers, and internal departments to resolve account issues and service requests

  • Monitor and track pending transactions, follow up on outstanding items, and ensure timely completion

  • Assist advisors with the preparation of financial planning materials, proposals, and presentations

  • Maintain organized electronic and physical filing systems in compliance with regulatory requirements

Compliance & Regulatory
  • Ensure all client documentation and processes adhere to regulatory standards and firm compliance policies

  • Assist with preparation and submission of required regulatory filings and forms

  • Stay current on industry regulations and internal compliance updates as they relate to the role

Qualifications
Required
  • Exceptional organizational skills with strong attention to detail and accuracy

  • Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

  • Strong written and verbal communication skills with a professional, client-focused approach

  • Ability to manage multiple priorities in a fast-paced environment

  • High level of integrity and discretion when handling confidential client information

Preferred
  • Experience with financial planning or portfolio management platforms (e.g., Salesforce, Redtail, Orion, Tamarac, or similar)

  • Knowledge of investment products, insurance products, or financial planning concepts

  • FINRA Series 6, 7, or 65/66 license (or willingness to obtain - compensation reflects licensing status)

  • Life & Health insurance license (or willingness to obtain)

  • Associate's or Bachelor's degree in Finance, Business, or a related field

Benefits
HUB International offers a competitive total rewards package, including:
  • Comprehensive health, dental, and vision insurance

  • 401(k) retirement plan with employer match

  • Paid time off and holidays

  • Professional development and continuing education support

  • Licensing reimbursement and study assistance

  • Collaborative, team-oriented work environment with opportunities for career growth

Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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