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

As of Jun 6, 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.

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 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.
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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 May 2026, with employment types broken down into 95% Full Time, 1% Part Time, and 4% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.

Client Service Associate (Wealth Management)

Kinetic Wealth Investment Advisors LLC

Westlake, OH

$40K - $50K/yr

Full-time

Posted 28 days ago

Job description

About Kinetic Wealth:
Kinetic Wealth is a growing wealth management firm dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment guidance. We pride ourselves on delivering a high level of service and building long-term client relationships.
Position Overview:
Kinetic Wealth is seeking a detail-oriented and client-focused Client Service Associate to support our advisors and help deliver an exceptional client experience.
This role combines client service, operational support, and administrative coordination within a wealth management environment. The ideal candidate has experience working in a financial services firm and understands the processes involved in client onboarding, account servicing, and advisor support.
Applicants should have prior experience working in a financial advisory, wealth management, brokerage, or banking environment.
Day-to-Day Responsibilities:
In this role, you will:
  • Respond to client service requests and assist with account-related inquiries.
  • Help onboard new clients and prepare account opening paperwork.
  • Coordinate account transfers, distributions, and other service requests.
  • Schedule client meetings and prepare meeting materials for advisors.
  • Maintain accurate client information in the firm’s CRM system.
  • Communicate with custodian to complete account requests.
  • Prepare reports, correspondence, and documentation using Microsoft Office.
  • Track follow-ups and ensure client service tasks are completed promptly.
  • Maintain organized client records and documentation.
Required Qualifications:
  • At least 3 years of experience working in financial services (RIA, wealth management firm, broker-dealer, or bank).
  • Strong written and verbal communication skills.
  • Excellent organizational and time-management abilities.
  • High attention to detail and accuracy.
  • Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).
  • Ability to work independently and manage multiple priorities.
  • Professional and client-service-oriented mindset.
Preferred Qualifications:
  • Experience working in a wealth management or financial planning firm.
  • Familiarity with custodial platforms such as LPL Financial Schwab, Fidelity, or Pershing.
  • Experience using a CRM system (Redtail, Wealthbox, Salesforce, etc.).
Compensation:
  • Salary range: $40,000 – $50,000 annually, depending on experience.
  • Opportunity for growth within a growing wealth management firm.
  • Professional and collaborative work environment.
How to Apply:
Please submit your resume and a brief cover letter describing your experience in financial services and your interest in the role.