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Wealth Management Client Service Associate Jobs (NOW HIRING)

Bank of America

Wealth Management Client Associate

Phoenix, AZ · On-site

$14.50 - $19.75/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...

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

As of Jul 20, 2026, the average hourly pay for wealth management client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

Is $50,000 enough to work with a financial advisor?

For a Wealth Management Client Service Associate, a $50,000 salary is generally sufficient to start in the field, especially at entry-level positions. However, working with a financial advisor typically involves managing client assets and fees, which are separate from salary considerations. Success in the role depends more on skills, certifications, and experience than on personal income level.

What are the key skills and qualifications needed to thrive as a Wealth Management Client Service Associate, and why are they important?

To thrive as a Wealth Management Client Service Associate, you need strong financial acumen, attention to detail, and a bachelor’s degree in finance, business, or a related field. Familiarity with CRM systems, portfolio management software, and financial regulations such as FINRA or SEC guidelines is typically required, with FINRA Series 7 and 63/66 licenses often preferred. Outstanding communication, problem-solving, and client relationship management skills set top performers apart in this role. These skills are essential for delivering exceptional client service, ensuring regulatory compliance, and supporting advisors in a dynamic financial environment.

What are some common challenges faced by Wealth Management Client Service Associates and how can they be addressed?

Wealth Management Client Service Associates often manage multiple client requests simultaneously, balancing administrative duties with complex client inquiries. A key challenge is maintaining accuracy and attention to detail while working in a fast-paced environment. Strong organizational skills, clear communication, and proactive follow-up with both clients and internal teams help mitigate these challenges. Leveraging firm-provided tools and ongoing training can also support effective problem-solving and workflow management.

What does a client service associate do at a wealth management firm?

A wealth management client service associate provides support to clients by handling account inquiries, processing transactions, and assisting with documentation. They coordinate with financial advisors, maintain client records, and ensure excellent service through communication and organization skills.

How many financial advisors make $500,000 a year?

In wealth management, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and specialized skills. Achieving this level often requires advanced certifications like the CFP or CFA, a strong client base, and a focus on high-value financial planning. Most advisors earn less, with top earners representing a minority in the profession.

What are Wealth Management Client Service Associates?

Wealth Management Client Service Associates are professionals who support financial advisors and clients in managing investment portfolios and financial accounts. They handle administrative tasks, respond to client inquiries, process transactions, and ensure a high level of customer service. Their role is crucial in facilitating smooth client experiences, maintaining account accuracy, and assisting with the implementation of wealth management strategies.

What does a wealth management associate do?

A wealth management associate supports financial advisors by preparing client reports, managing account information, and assisting with investment strategies. They often handle client communications, perform administrative tasks, and use financial planning tools to help develop personalized wealth plans. Strong organizational skills and knowledge of financial products are essential for this role.
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Wealth Management Client Service Associate jobs near you
Infographic showing various Wealth Management Client Service Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.
Wealth Management Associate

Wealth Management Associate

Coldstream Wealth Management

Kenai, AK • Hybrid

$70K - $90K/yr

Full-time

Re-posted 6 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

  • 2+ years of client service experience in the wealth management industry
  • A Bachelor's degree (finance or related focus is preferred)
  • Series 65 license plus the FPQP (paraplanner certification) or first module of the CFP - or willing to get them at Coldstream's expense within 12-18 months
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM, eMoney, and/or Tamarac portfolio management (or similar systems) is a plus
  • Excellent communication skills, including correct grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage tasks independently
  • Excellent reliability