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Investment Client Services Associate Jobs (NOW HIRING)

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Client Services Associate

Waltham, MA · On-site

... Investments and Operations teams and a clear path for growth from Client Service Associate → ... Senior Client Associate → Vice President → Relationship Management. RESPONSIBILITIES Prepare ...

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Rockhouse Financial LLC

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Client Services Associate

Mosinee, WI · On-site

$35K - $50K/yr

Client Service Associate Location: Mosinee, Wisconsin Schedule: Monday through Friday, 8:00 a.m. to ... What does it take for you to invest, spend, and retire confidently without worrying about running ...

Alumni Ventures

Client Services Associate

Boston, MA · On-site

Client Services Associate Boston, MA About Alumni Ventures Alumni Ventures is one of the world ... Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high ...

Equity Trust

Client Services Associate

Fort Myers, FL · On-site

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

Equity Trust

Client Services Associate

Fort Myers, FL · Hybrid

JOB OVERVIEW The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge ...

HCM Wealth

Client Services Associate

Cincinnati, OH · On-site

HCM WEALTH ADVISORS & CPAs Client Service Associate - Job Posting HCM Wealth Advisors & CPAs is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) located in ...

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Norman Alex

Client Services Associate

Miami, FL · On-site

Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is ... Knowledge of financial markets and investment products * Proficiency in financial software and CRM ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate Jersey City, New Jersey, United States Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We ...

Hello Sunshine Travels

Client Services Associate

Client Services Associate Kissimmee, Florida, United States About the Job Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into ...

Roundabout Theatre

Client Services Associate

Manhattan, NY · On-site

$55K - $60K/yr

Reporting to the Senior Manager for Client Services, the Client Services Associate will facilitate and support event and database-related work within Roundabout's Criterion Ticketing team. This ...

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Bluffton Financial Planning (Raymond James)

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Client Services Associate

Bluffton, SC · On-site

$16 - $20/hr

Position Overview The Client Service Associate (CSA) plays a critical role in delivering an ... We serve individuals, families, retirees, women investors, and business owners across the ...

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How much do investment client services associate jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for investment client services associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

How much does a private client investment services associate make?

A private client investment services associate typically earns between $50,000 and $80,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client relationship skills and financial knowledge.

What does an investment client services associate do?

An investment client services associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They often use customer relationship management (CRM) tools and need strong communication skills to ensure client satisfaction and accurate service delivery.

What cities are hiring for Investment Client Services Associate jobs?

Cities with the most Investment Client Services Associate job openings:

What are popular job titles related to Investment Client Services Associate jobs?

For Investment Client Services Associate jobs, the most frequently searched job titles are:

Client Services Associate

Waltham, MA • On-site

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Job description

Client Service Associate/ Registered Client Service Associate, Boutique Wealth Management Firm | Waltham, MA
About the Company: Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple billions in client capital across all asset classes and serving ultra-high-net-worth families, foundations, and endowments. This firm has built something genuinely different: a collaborative, team-first environment where newer employees consistently describe the culture as truly family-like—not just in name. Leadership is deeply invested in mentorship and professional development, and employees are encouraged to contribute ideas and improve processes. Flexible hours, a hybrid schedule, and four Summer Fridays reflect a real commitment to work/life balance.
About the role: This is an opportunity for a Client Service Associate or Registered Client Services Associate to join their close-knit, high-performing team. This is a hands-on, client-facing role at the center of day-to-day portfolio administration, reporting, and relationship support—with direct exposure to both the Investments and Operations teams and a clear path for growth from Client Service Associate → Senior Client Associate → Vice President → Relationship Management.
RESPONSIBILITIES
Prepare client presentation packages and performance reportingMonitor asset allocation and liquidity requirementsProactively manage client relationships and develop process enhancementsParticipate in client meetings in person and virtually on a quarterly basisFacilitate money movements and wire transfers for client accountsUtilize Addepar (firm's reporting platform) to view portfolio data, asset allocation, and transactions, and generate reports for clients and internal useOnboard new clients and coordinate asset transfers with third partiesCollaborate with the client service team on ad hoc requests and projectsWork with the investment team on portfolio construction and monitoringAssist with tax information research, K-1 tracking, and distribution to clients and their accountants
QUALIFICATIONS
Bachelor's degree with strong academic record2–3 years of client service experience in a wealth management, multi-family office, or institutional investment setting (THIS IS REQUIRED)Addepar experience a plus; training will be providedExperience with new accounts, wires, and alternative investment subscriptionsFamiliarity with portfolio construction and alternative investments (private equity, real estate, hedge funds)Strong Excel and MicrosoftOffice skillsExcellent written and verbal communication; polished, professional, and relationship-orientedHighly organized with strong attention to detail and ability to multitaskSeries 7 license is a plus, willingness and ability to acquire the Series 7 on the job is required

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