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Wealth Management Client Associate Jobs in Catskill, NY

TIAA

Wealth Management Advisor (Albany, NY)

Albany, NY · Hybrid

$100K - $110K/yr

Related Skills Business Development, Client Relationship Management, Collaboration, Consultative ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Wealth Management Advisor (Albany, NY)

Albany, NY · On-site

$100K - $110K/yr

Related Skills Business Development, Client Relationship Management, Collaboration, Consultative ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Ceritypartners

Wealth Management Internship

Albany, NY

$17.50 - $23/hr

... join our Wealth Management team in our Albany office for the fall of 2026. This is a paid ... Shadow and participate in various types of client presentations * Utilize CRM and financial ...

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Wealth Management Client Associate information

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How much do wealth management client associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for wealth management client associate in Catskill, NY is $21.19, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $23.65 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are the key skills and qualifications needed to thrive as a wealth management client associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

What cities near Catskill, NY are hiring for Wealth Management Client Associate jobs?

Cities near Catskill, NY with the most Wealth Management Client Associate job openings:

Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in Catskill, NY as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $44,077 per year, or $21.2 per hour.

Client Services Associate, Wealth Management

Broadview FCU

Albany, NY • On-site

$22.62 - $27.15/hr

Full-time

Posted 14 days ago

Job description

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!
Summary of Role:
At Broadview Wealth Management (BWM), our Client Services Associates (CSAs) are trusted professionals who serve as the service and operational foundation of our team. CSAs help our clients navigate important moments in their financial lives, and also partner with our Advisors to grow their books of business.
This role is ideal for someone who enjoys building relationships, solving problems, working in a collaborative team environment, and developing a long-term career in wealth management. CSAs work closely with Advisors, Leadership, and other specialists to deliver exceptional, anticipatory hospitality while gaining broad exposure to wealth operations, advisor practice management and growth, financial planning support, and regulatory compliance.
For individuals interested in growing their careers, the CSA role provides opportunities to expand responsibilities and knowledge, earn securities licenses, and pursue advancement into other roles within BWM.
Essential Job Functions/Responsibilities:
  • Partner with assigned Advisors and increase their capacity to grow client relationships and books of business by creating efficiencies, managing operational tasks, and leveraging technology and resources.
  • Deliver an exceptional and memorable client experience across every interaction.
  • Serve as a trusted resource for our clients by anticipating their needs and helping enhance their relationship with Broadview.
  • Consistently meet or exceed BWM Service Level Agreements (SLAs).
  • Build strong working relationships with Advisors to understand their practices and proactively support client needs.
  • Coordinate meeting preparation and follow-up tasks in order to enhance Advisor productivity.
  • Create business plans with Advisors that emphasize client outreach and action. Discuss non-advice related issues with clients.
  • Independently research questions and determine what our clients need before seeking assistance from an Advisor.
  • Process a variety of client requests in an accurate and efficient manner. Log all interactions, notes, and subsequent activity in Wealthbox CRM. Ensure data integrity between Wealthbox and LPL ClientWorks.
  • Keep client data up-to-date and accurate. Identify opportunities to improve workflows, increase efficiencies, and enhance the client experience.
  • Maintain and grow knowledge of BWM policies, LPL Financial procedures, FINRA regulations, applicable compliance requirements, and industry standards and updates.
  • Participate in special projects and strategic initiatives as assigned.

Minimum Job Qualifications
  • Currently, or within 1 year of hire, possess FINRA SIE, Series 7, and Series 66 (or 63/65) securities licenses.
  • New York State life, accident & health insurance licenses preferred.
  • Ability to be bonded is required. Associates degree preferred, or at least three (3) years of experience in a related field.
  • Extraordinary client service orientation and excellent interpersonal skills. Excellent organizational and time management skills and the ability to multi-task.
  • Detail driven, with a strong ability to organize and prioritize work and change directions as needed.
  • Demonstrated ability to learn new systems and technology.
  • Excellent computer skills, with proficiency in Microsoft Office Suite.

Starting Compensation: $22.62 - $27.15/hr., plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.
Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at talentacquisition@broadviewfcu.com

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