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Full Time Wealth Management Operations information

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$11

$26

$53

How much do full time wealth management operations jobs pay per hour?

As of Jun 18, 2026, the average hourly pay for full time wealth management operations in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What is the difference between Full Time Wealth Management Operations vs Wealth Management Associate?

AspectFull Time Wealth Management OperationsWealth Management Associate
Primary RoleOversees back-office functions, account processing, and compliance tasksSupports client advisors, assists with client onboarding and service
Required CredentialsTypically no specific certifications, but familiarity with financial systems helpsOften requires FINRA Series 7 or 66, and relevant financial certifications
Work EnvironmentBack-office, administrative, and operational settings within financial firmsClient-facing, support roles within wealth management teams
Employer & Industry UsageUsed across banks, brokerages, and financial advisory firmsCommonly found in similar firms supporting client-facing teams

In summary, Full Time Wealth Management Operations focuses on back-office functions like processing and compliance, while Wealth Management Associates work directly with clients and advisors. Both roles are essential in wealth management firms but differ in responsibilities and required credentials.

What are Full Time Wealth Management Operations?

Full Time Wealth Management Operations refer to the teams and professionals who support the day-to-day administrative and logistical activities of wealth management firms or divisions. These operations ensure that client accounts are properly managed, trades are processed, compliance regulations are met, and client inquiries are handled efficiently. Their work is crucial for maintaining the smooth functioning of investment portfolios, record keeping, reporting, and regulatory adherence. People in these roles often collaborate closely with financial advisors and clients to deliver high-quality service and efficient financial solutions.

What are the key skills and qualifications needed to thrive in Full Time Wealth Management Operations, and why are they important?

To excel in Full Time Wealth Management Operations, you need a strong understanding of financial products, investment operations, and regulatory compliance, typically supported by a degree in finance, business, or a related field. Familiarity with portfolio management systems, financial reporting software, and industry-standard tools like Bloomberg or SWIFT is commonly required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for coordinating with clients and internal teams. These competencies are essential for ensuring accuracy, regulatory adherence, and seamless client service in a fast-paced financial environment.

What are some typical challenges faced in a full-time Wealth Management Operations role, and how can they be addressed?

In a full-time Wealth Management Operations role, professionals often encounter challenges such as managing complex client requests, ensuring compliance with evolving regulations, and maintaining data accuracy across multiple platforms. Addressing these challenges requires strong organizational skills, attention to detail, and effective communication with both internal teams and clients. Leveraging technology solutions and staying updated on industry best practices can help streamline processes, reduce errors, and improve client satisfaction. Collaboration with advisors, compliance officers, and IT specialists is also key to successfully navigating operational complexities.
What cities are hiring for Full Time Wealth Management Operations jobs? Cities with the most Full Time Wealth Management Operations job openings:
What are the most commonly searched types of Wealth Management Operations jobs? The most popular types of Wealth Management Operations jobs are:
What states have the most Full Time Wealth Management Operations jobs? States with the most job openings for Full Time Wealth Management Operations jobs include:
Full Time Wealth Management Operations jobs near you

Wealth Management Operations Analyst

Kellton Tech

South Jordan, UT • On-site

$20 - $22/hr

Full-time

Posted 23 days ago

Be an early applicant

Job description

Title: Wealth Management Operations Analyst
Duration – 12+ months + (Possibility of Further Extension or conversion into a Permanent role)
Location –  South Jordan UT
Pay Rate - $ 22.22 / hr W2 (No Benefits)
 
Position Summary:
Estate & Inheritor Services is a specialized team within Brokerage designed to assist with the processing of client accounts during the Inheritance process. The Estate & Inheritor Services Specialist will be responsible for managing the transition of assets for individual clients by serving as a Subject Matter Expert for Brokerage Wealth Management Clients, Financial Advisors, Client Service Associates and/or Branch Management to facilitate inheritance and legacy transfers. Additionally, the Associate will work closely with branches and other internal departments, provide support through various internal applications, and process paperwork in a virtual branch environment.
 
Duties and Responsibilities:
  • Providing dedicated one-on-one support for the client throughout the inheritance process leveraging effective relationship management skills
  • Proactively communicating with clients by phone and or email to provide a high level of service, transparency, and empathy to clients and beneficiaries.
  • Process & follow up client service requests to ensure completion in a timely manner
  • Set appropriate expectations with clients and beneficiaries for requests, in line with internal Service Level Agreements, and ensure consistent follow-up
  • Provide world class customer service to both internal and external clients in all interactions
  • Research and resolve problems with both internal and external clients accurately and in a timely manner
  • Leverage Brokerage systems and ensure all case interactions are appropriately entered and documented
  • Actively manage, monitor, and document daily case load by utilizing various technology resources
  • Apply Firm verification policies for all clients to avoid identity theft and fraudulent activity
  • Keep current on SEC/Client, Compliance and Firm guidelines and apply to processing and all interactions to ensure risk mitigation
 
Education and Experience:
  • College degree preferred
  • 3-4 years’ financial services industry experience preferred including client service interactions, and knowledge of estates, trusts, and retirement plans, account opening and asset distribution processes
  • Knowledge/Skills:
  • Basic clerical and administrative skills
  • Effective written and verbal communication skills
  • Excellent interpersonal and client service skills
  • Organizational skills, attention to detail and excellent follow up skills
  • Ability to research and resolve problems and service inquiries and escalate when appropriate
  • Ability to efficiently handle a high volume of requests in a fast paced environment
  • Strong computer skills including Microsoft Suite
  • Basic knowledge of Brokerage systems and procedures
  • Be self-motivated and able to work in a strong team and high activity environment.