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Client Service Wealth Management Jobs (NOW HIRING)

Osaic

Client Service Wealth Associate

Boston, MA · On-site

$65K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... account management, and supporting operational excellence. In this role, you will serve as a ... client service, operations, or a wealth management support role. * Strong clientcentric mindset ...

Busey

Managing Director, Wealth

Clayton, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions, (3) Develop, train, and mentor team members to promote career growth and ...

Busey Bank

Managing Director, Wealth

Clayton, MO · On-site

$150 - $215/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions, (3) Develop, train, and mentor team members to promote career growth and ...

Busey

Director, Wealth

Glenview, IL · On-site

$155K - $215K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... client satisfaction and retention through the delivery of top-tier service and full-service wealth management solutions; develop, train, and mentor team members to promote career growth and ...

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How much do client service wealth management jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client service wealth management in the United States is $57,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $70,000.00 per year, depending on experience, location, and employer.

What is a client service wealth management professional?

A Client Service Wealth Management professional is responsible for supporting clients in managing their financial assets and investments. They work closely with wealth managers or financial advisors to provide administrative support, respond to client inquiries, and help execute financial transactions. Their role involves maintaining client relationships, preparing account documentation, and ensuring a high level of client satisfaction. They play a crucial part in ensuring that clients' financial needs are addressed efficiently and professionally.

What are the key skills and qualifications needed to thrive as a client service wealth management professional?

To thrive as a Client Service Wealth Management professional, you need a solid understanding of financial products, investment strategies, and client relationship management, typically supported by a finance-related degree or relevant certifications such as the Series 7 or Series 66. Familiarity with CRM platforms, portfolio management software, and financial planning tools is also necessary. Exceptional communication, attention to detail, and problem-solving abilities help professionals build trust and proactively address client needs. These skills are vital for delivering personalized financial advice, maintaining compliance, and fostering long-term client relationships.

How does a client service wealth management professional interact with financial advisors and clients on a typical day?

In a Client Service Wealth Management role, you’ll serve as a crucial link between clients and financial advisors. Your daily responsibilities often include responding to client inquiries, preparing account documentation, and ensuring transactions are processed smoothly. You’ll work closely with financial advisors to address client needs, schedule meetings, and provide timely updates on portfolio changes. This collaborative environment requires strong communication skills and attention to detail, helping build lasting client relationships and supporting the overall success of the wealth management team.
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Client Service Wealth Management jobs near you
Infographic showing various Client Service Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $57,998 per year, or $27.9 per hour.

Client Service Wealth Associate

Osaic

Boston, MA • On-site

$65K - $75K/yr

Other

Medical, Dental, Vision, Retirement

Posted 28 days ago

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Current Employees and Contractors Apply HereOsaic Careers

Client Service Wealth Associate

Location(s): Boston - 175 Federal St., Boston, MA 02110

Role Type: Full-time, Non-Exempt

Salary: $65,000-$75,000 annually + eligibility for an annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:Osaic Benefits.

Summary:

Join us as we launch an exciting new advisory team backed by the strength and trusted reputation of Osaic Wealth. We are seeking a client-focused financial services professional who excels in delivering exceptional service, ensuring accurate account management, and supporting operational excellence.

In this role, you will serve as a primary point of contact for retail investment clients-guiding them through account needs, onboarding processes, and documentation requirements. You will partner closely with internal teams and Wealth Consultants to create a seamless, highquality client experience from start to finish.

Education & Licensing Requirements:

  • High school diploma or GED required

  • Bachelor's degree or coursework in Business, Finance, Economics, Accounting, or related fields preferred

  • FINRA SIE, Series 6, Series 63, and Series 65 or 66 required, or must be obtained within:

    • 60 days of hire: SIE, Series 6, and Series 63

    • 90 days of hire: Series 65 or 66

  • Series 7 preferred

Responsibilities:

  • Serve as a primary point of contact for clients, providing timely, professional support via phone, email, and video appointments. Offer clear guidance and education on account-related topics to ensure an exceptional experience.

  • Assist clients with account openings, transfers, transactions, and ongoing maintenance while adhering to all firm and regulatory compliance requirements.

  • Prepare, review, and maintain accurate account documentation, including proposals, forms, statements, and performance reports, ensuring all information is complete and compliant.

  • Collaborate closely with Wealth Consultants and internal business partners to support the delivery of customized financial solutions and highquality service.

  • Lead the onboarding process for new clients, ensuring a smooth transition, clear communication, and proper account setup and documentation.

  • Address client questions and concerns promptly; identify solutions and escalate complex matters as needed to ensure timely resolution.

  • Provide essential administrative support, including scheduling appointments, maintaining organized and current client records, preparing internal and client-facing reports, and supporting daily office operations.

Basic Requirements:

  • 1-3+ years of experience in the financial services industry, ideally in client service, operations, or a wealth management support role.

  • Strong clientcentric mindset with a commitment to delivering exceptional service.

  • Excellent verbal and written communication skills, including a polished phone presence and the ability to clearly explain financial concepts.

  • Demonstrated experience supporting client account activities: openings, transfers, transactions, documentation review, and ongoing maintenance.

  • Strong problemsolving skills and sound judgment, with the ability to resolve issues or escalate as appropriate.

  • Proficiency with CRM/document management systems, video meeting tools, and Microsoft Office (or equivalent).

Preferred Requirements:

  • Background in retail investments or wealth management

  • Familiarity with KYC standards, documentation processes, and internal control/compliance requirements

Current Employees and Contractors Apply Here

What Osaic employees say

Pay

Benefits

Hours and flexibility

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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