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Client Service Associate - Wealth Management

Clayton, MO · On-site

$25 - $28/hr

Our firm is an independent, client-centered wealth management and financial planning firm committed ... The Client Service Associate plays an essential role in shaping the client experience and setting ...

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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-Private Wealth

Client Service Associate-Private Wealth

Credent Wealth Management

Plano, TX

$14 - $19.25/hr

Other

Posted 19 days ago

Job description

Client Service Associate

Client Service Associates (CSA) support the Wealth Advisor by building relationships with each client to deliver a Raving Fan experience. CSA's will manage and maintain accurate client accounts at the custodian, process fund transactions, and support clients with online systems. They will handle client inquiries, prepare and review documentation, and provide support to the advisory team with tasks such as document preparation, administration and scheduling Goal Review and Risk Audit meetings, client fund transactions, and fielding incoming calls. The Client Service Associate will also assist in issue and discrepancy resolution, ensuring compliance with regulatory requirements, and staying informed of industry best practices to promote operational efficiency and deliver a client experience above and beyond expectations.

**The Client Service Associate may have unique tasks associated with the corresponding client service level: Financial Guidance, Wealth Management, and Private Wealth.

Job Responsibilities:

  • Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status.
  • Process new client accounts, combine accounts, transfer accounts, client banking information, or close accounts by following system business processes.
  • Create, transfer, and update client households in CRM, and custodial and finance systems, including beneficiaries, address and contact changes, new and transitioning account information, and financial life events.
  • Identify, communicate, assist, and resolve questions and concerns from clients with online systems access, functionality, and provide demo use when necessary.
  • Understand, demonstrate, and continually improve a thorough and well-rounded knowledge of account types, regulatory compliances, basic trade instructions, account settlements timeframes, Required Minimum Distributions (RMDs), account roll-overs, security holdings, and investments.
  • Assist the Client Care Coordinator (CCC) role as necessary, provide scheduling support, answer and route phone calls to team members.
  • Prepare, host, and attend online conference calls and other office meetings about new processes, systems use, onboarding/offboarding updates, etc.
  • Remain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities.
  • Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations
  • Comply with company-wide policies and SEC regulations

Education: High School Diploma; Associate's degree in finance, Business Administration a plus

Experience: 1+ years in Finance, Banking, Tax or Accounting; Customer Service experience preferred

Other: Series 65 licensed or willing to achieve within 30-60 days after hire

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