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Wealth Management Client Associate Jobs in Utah (NOW HIRING)

Asset One Wealth Management

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Client Support Specialist

Draper, UT · On-site

$65K - $85K/yr

About Asset One Wealth Management Asset One Wealth Management is a growing independent wealth ... We are seeking a Client Support Specialist to serve as our Family Office Coordinator --a highly ...

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Senior Wealth Manager

Salt Lake City, UT · Hybrid

$200K - $225K/yr

Key Responsibilities Client Relationship Management * Serve as the primary advisor for high-net-worth and family office clients, delivering personalized wealth management strategies aligned with ...

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Wealth Management Client Associate information

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

As of Jun 11, 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 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.

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 Wealth Management Client Associates?

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.

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

Client Support Specialist

Asset One Wealth Management

Draper, UT • On-site

$65K - $85K/yr

Full-time

Retirement, PTO

Posted 8 days ago

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Job description

About Asset One Wealth Management

Asset One Wealth Management is a growing independent wealth management firm dedicated to helping successful individuals and families simplify complexity and make confident financial decisions.

Our approach goes beyond investment management. Through a comprehensive family office model, we coordinate retirement planning, investment management, tax strategies, estate planning, risk management, and family legacy planning to help clients achieve what matters most.

We are seeking a Client Support Specialist to serve as our Family Office Coordinator—a highly organized, client-focused professional who will help deliver an exceptional experience for our clients while supporting the growth of our firm.

This position is ideal for someone who enjoys building relationships, solving problems, managing details, and creating remarkable client experiences.

Position Summary

As a Client Support Specialist, you will be a key member of our team and play a central role in supporting clients, advisors, and firm operations.

You will coordinate client service requests, prepare for planning meetings, track implementation of recommendations, and help ensure every client receives proactive, personalized service.

This role combines client service, project management, relationship management, and operational support into one rewarding position.

Key Responsibilities

Client Service & Relationship Management

  • Serve as a primary point of contact for client service requests
  • Deliver prompt, professional, and personalized client support
  • Build trusted relationships through consistent communication and follow-through
  • Coordinate client reviews, planning meetings, and ongoing service needs
  • Proactively reach out to clients regarding action items, missing information, and planning opportunities
  • Research and resolve client questions and requests

Family Office Coordination

  • Coordinate with attorneys, CPAs, insurance professionals, and custodians on behalf of clients
  • Assist advisors with implementation of financial planning recommendations
  • Track and manage client action items across multiple planning disciplines
  • Help deliver a high-touch family office experience for clients and their families
  • Ensure planning recommendations are completed accurately and efficiently

Operations & Administrative Support

  • Assist with account opening, transfers, money movement, and account maintenance
  • Maintain accurate client records and workflows within firm systems
  • Prepare meeting agendas, summaries, planning checklists, and follow-up materials
  • Support process improvement initiatives and operational efficiencies
  • Assist with client events, educational workshops, and marketing initiatives

Team Collaboration

  • Work closely with advisors and leadership to improve the client experience
  • Collaborate with internal and external partners to resolve client needs
  • Take ownership of projects and follow them through to completion
  • Contribute to a positive, growth-oriented team culture

Qualifications

Preferred Experience

  • 2–5 years of experience in financial services, wealth management, banking, client service, or a related professional field
  • Experience supporting high-net-worth individuals and families preferred
  • Financial planning or wealth management experience is a plus
  • Bachelor’s degree preferred but not required

Preferred Credentials

The following are beneficial but not required:

  • FPQP®
  • Series 65
  • Series 7
  • CFP® coursework or interest in pursuing professional development

Skills & Attributes

The ideal candidate is:

  • Highly organized and detail-oriented
  • Professional and client-focused
  • A strong communicator, both verbally and in writing
  • Able to manage multiple priorities simultaneously
  • Proactive and resourceful in solving problems
  • Comfortable learning new technology and systems
  • Self-motivated with strong follow-through
  • Team-oriented and eager to contribute to firm growth

Technology Platforms

Experience with the following systems is helpful but not required:

  • Redtail CRM
  • Charles Schwab Advisor Center
  • Orion
  • Microsoft Office 365
  • Microsoft Teams
  • Dropbox
  • RingCentral
  • Jump AI

Compensation & Benefits

Compensation

  • Base Salary: $65,000 – $85,000, depending on experience
  • Performance-based bonus opportunities
  • Long-term growth and advancement opportunities

Benefits

  • Paid Time Off (PTO)
  • Paid Holidays
  • SIMPLE IRA with company match
  • Professional development and licensing support

Why Join Asset One?

Asset One is building a modern independent wealth management platform focused on long-term relationships, operational excellence, and comprehensive planning. Our team combines entrepreneurial energy with institutional-level ambition, creating meaningful opportunities for career advancement, professional development, and long-term growth within a rapidly expanding RIA.