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Wealth Management Client Associate Jobs in Utah (NOW HIRING)

Diversify

Client Service Associate

Orem, UT · On-site

$12.50 - $17.50/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

Orem, UT · On-site

$12.50 - $17.50/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

Client Service Associate Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the ...

Diversify

Client Service Associate

Orem, UT · On-site

$40K - $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.

HUB

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 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 ...

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.

Carson Wealth

Wealth Advisor- Murray, UT

Murray, UT · On-site

Mentor to Associate Wealth Advisors, Client Service Associates and rest of team * Constant and ... Excellent organizational and time management skills * Ability to be present and on time for client ...

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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 Sep 14, 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 Associate

Orem, UT • On-site

Diversify
Finance and Insurance • 11 - 50 employees
Learn more about Diversifyexternal

$12.50 - $17.50/hr

Full-time

Posted 11 days ago

Job description

About Us

Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership.

We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.


Learn more about us at https://joindiversify.com.


About the Position:

We are seeking a motivated and detail-oriented Client Service Associate to join our dynamic team. In this role, you will be the primary point of contact for our advisors and their clients, delivering outstanding support and ensuring a seamless client experience. If you have a strong background in financial services, a passion for client care, and the ability to thrive in a fast-paced environment, we would love to hear from you. This is a full-time, in-office role stationed in Orem, Utah.


Your Impact:

  • Client Relations: Serve as the main point of contact for advisors and their clients, addressing their inquiries and providing timely and accurate information.
  • Account Management: Assist clients with account maintenance, including setting up new accounts, processing transactions, and managing client service requests.
  • Problem Resolution: Identify and resolve client issues or concerns with a focus on delivering effective solutions and maintaining client satisfaction.
  • Coordination: Work closely with financial advisors and other team members to support client needs and ensure consistent service delivery.
  • Documentation: Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
  • Reporting: Generate and review reports related to client accounts and activities as needed.


Who You Are:

  • 1+ years of experience in a client service or administrative role, preferably within the wealth management or financial services industry.
  • Bachelor’s degree in finance, business, or a related field is preferred but not required.
  • Exceptional communication and interpersonal skills, with the ability to build and maintain strong client relationships.
  • Collaborative mindset with a commitment to contributing to team success

Your Toolkit:

  • Strong computer and technical skills. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) and experience with CRM systems or financial software is a plus.
  • The ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
  • Detail-oriented with an ownership mentality towards the quality of your work.
  • Self-starter with excellent organizational skills and the ability to multitask effectively.


Join Us Now!

If you are ready to fast-track your career, make meaningful connections, and embark on a thrilling journey, apply now!


We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify is An Equal Opportunity Employer--M/F/D/V