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Client Service Wealth Management Jobs (NOW HIRING)

Busey Bank

Director, Wealth

Glenview, IL

$155K - $215K/yr

... 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 Jun 11, 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.

Can financial advisors make $500,000 a year?

Financial advisors in client service wealth management can earn $500,000 or more annually, especially with high-net-worth clients, extensive experience, and successful business development. Compensation often includes a combination of salary, commissions, and bonuses, and reaching this level typically requires strong sales skills, certifications like the CFP or CFA, and a solid client base.

What are the key skills and qualifications needed to thrive as a Client Service Wealth Management professional, and why are they important?

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.

What does a client service associate do in wealth management?

A client service associate in wealth management provides support to financial advisors and clients by handling account inquiries, processing transactions, preparing reports, and maintaining client records. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to ensure excellent client service and operational efficiency.

How does the Client Service Wealth Management role 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.

How much does a client associate at RBC Wealth Management make?

A Client Associate at RBC Wealth Management typically earns between $40,000 and $60,000 annually, depending on experience and location. The role often requires strong customer service skills and familiarity with financial products and tools.

What is the highest paying job in wealth management?

In wealth management, senior roles such as Chief Investment Officer (CIO) or Managing Director typically have the highest compensation, often earning several million dollars annually including bonuses and incentives. These positions require extensive experience, advanced certifications like the CFA, and strong client management skills. Compensation varies based on firm size, client assets, and individual performance.
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Client Service Wealth Management jobs near you
Client Service Associate Wealth Management

Client Service Associate Wealth Management

LRSolutions

Wexford, PA

$13.75 - $19/hr

Other

Posted 5 days ago

Job description

Client Service Associate – Financial Planning

Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients and providing their employees with a rewarding work environment.

Why this is a special company.

  • Competitive Compensation: They offer an attractive salary, bonus structure, and comprehensive benefits package.
  • Collaborative Team Environment: Join a close-knit team that values collaboration, support, and knowledge sharing.
  • Impactful Work: Your contributions will make a meaningful impact on the financial well-being of their clients and shape their future success.

Key Responsibilities: As a Client Service Associate, you will be an integral part of the client service team, and will support the Advisors in:

  • Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance.
  • Preparing meeting presentations using PowerPoint.
  • Inputting information to financial planning and investment analysis software.
  • Managing the CRM program (AdviserEngine)
  • Processing financial account applications on Schwab Advisor Center

Qualifications: To thrive in this role, you should possess the following qualifications:

  • Education: Bachelor's degree is required, as well as a willingness to work toward obtaining a CFP or a comparable financial planning designation.
  • Prior experience with financial industry CRM a plus
  • Prior experience with Schwab plus
  • Prior experience with DocuSign a plus
  • A minimum of 2 years of experience in the financial services and investment advisory industry.
  • Financial Expertise: Proficiency in financial planning and an understanding of investments across various asset classes.
  • Relationship Management: Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships.
  • Technical Proficiency: Strong proficiency in MS Excel and financial planning software.
  • Communication Skills: Excellent written and oral communication skills, enabling you to effectively convey complex financial information to clients.

If you are a dedicated financial professional looking for an exciting opportunity to make a significant impact on the financial well-being of clients, we invite you to apply. Join the team and be part of a company committed to excellence, collaboration, and client success!

Apply