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Wealth Management Back Office Jobs (NOW HIRING)

Fygaro

Back Office

$17.25 - $22.50/hr

The Back Office manages the applications within the e-commerce ecosystem. By assisting merchants and support analysts, they are responsible for the tracking of incidents and the follow-up of ...

The New York Doctor

Back Office Employee

Tampa, FL · On-site

$16.75 - $21.25/hr

This role is responsible for managing administrative tasks such as handling patient documentation ... The Back Office Employee will assist with billing and basic finance-related tasks, support sales or ...

MACT Health Board

Back Office Manager

Altaville, CA · On-site

$71K - $81K/yr

The Back Office Manager will: * Provide orientation, training and competency assessment of the ... Current California Registered Nurse with 1 year clinical management experience, or * Current ...

Medix

Back Office MA

Fallbrook, CA · On-site

$23 - $25/hr

Prepare and manage 8 patient exam rooms and 1 procedure room to ensure optimal patient flow for providers seeing 25-27 patients per day. * Perform routine back-office clinical duties, including EKGs ...

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Wealth Management Back Office information

What is the difference between Wealth Management Back Office vs Financial Advisor?

AspectWealth Management Back OfficeFinancial Advisor
Primary RoleSupports client accounts, processing transactions, compliance, and record-keepingProvides personalized investment advice and financial planning to clients
CredentialsTypically requires certifications like Series 7, 63, or 65Often holds CFP, Series 7, or other financial planning certifications
Work EnvironmentBack-end office, corporate setting, support teamsClient-facing, advisory meetings, financial planning sessions
Industry UsageUsed within wealth management firms, banks, and brokeragesIndependent or firm-based financial advisory practices

The main difference is that Wealth Management Back Office professionals handle the operational and administrative support behind client accounts, while Financial Advisors focus on client interaction and providing investment advice. Both roles often require similar certifications, but their daily tasks and work environments differ significantly.

Is wealth management back office a stressful career?

Wealth management back office roles involve processing transactions, compliance, and client support, which can be stressful during peak periods or when managing complex accounts. The job requires attention to detail, strong organizational skills, and often involves tight deadlines, but workload and stress levels vary depending on the firm and specific responsibilities.

What cities are hiring for Wealth Management Back Office jobs?

Cities with the most Wealth Management Back Office job openings:

What are popular job titles related to Wealth Management Back Office jobs?

For Wealth Management Back Office jobs, the most frequently searched job titles are:

Infographic showing various Wealth Management Back Office job openings in the United States as of September 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 50% In-person, and 50% Remote job distribution.

Wealth Management Associate

Kenai, AK • Hybrid

Coldstream Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Coldstream Wealth Managementexternal

Full-time

Re-posted 29 days ago

Job description

Are you looking for a wealth management firm that provides career development, work-life balance, and a collaborative work culture? Then Coldstream might be a great fit for you!

As a Wealth Management Associate in our growing Kenai office, you will play a crucial role in ensuring that our clients receive outstanding service and support.

We have a hybrid work environment - in office Tuesday through Thursday, work remotely Monday and Friday, 7:00am - 4:00pm minus lunch.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Kenai, Seattle, Mercer Island, Bellevue, and Kirkland, WA, Portland, OR, and Boise, ID. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

  • Exceptional Client Service: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly.
    • Serving as a primary point of contact with clients
    • Partnering with custodians/investment managers
    • Overseeing the gathering of client information and managing data integrity in our CRM
  • Client Meetings: Participating in client meetings alongside our Wealth Manager and presenting ideas and concepts in an organized and effective manner
    • Preparing meeting summaries
    • Creating and managing post-meeting action items
  • Wealth Planning: Assisting the Wealth Manager in creating financial plans
  • Client Onboarding: Overseeing and coordinating the new client onboarding process
  • Serve as a Resource/Mentor for CSA:
    • Delegating tasks to our Client Service Associate
    • Handling overflow money movement requests when the CSA is busy or absent

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