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Wealth Management Client Service Associate Jobs (NOW HIRING)

Ameriprise Financial

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Wealth Management Client Service Associate

Dublin, OH · On-site

$40K - $60K/yr

Client Service Manager/Administrative Assistant *Candidates without prior financial services or wealth management experience are unlikely to be a fit* Dublin, OH | Full-Time (In-Office) About Us At ...

Leeds Professional Resources

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Client Service Associate - Wealth Management

North Miami, FL · On-site

$85K - $100K/yr

We are seeking a Client Service Associate to join our client's team! This role requires fluency English and Spanish and experience in wealth management. Responsibilities * Cultivate and enhance new ...

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Wealth Management Client Service Associate information

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

As of Jun 29, 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.

Can financial advisors make $500,000 a year?

Wealth management client service associates typically do not earn $500,000 annually, as this level of income is more common among senior financial advisors or those with extensive client portfolios and high commissions. Entry-level or mid-tier roles usually have lower base salaries and bonuses, with top earners reaching higher compensation through performance and client assets. Achieving such income often requires significant experience, certifications, and a strong client base.

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 customer service, often using CRM tools and adhering to industry regulations.

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 client associate do at RBC Wealth Management?

A Wealth Management Client Service Associate at RBC provides administrative support to financial advisors, manages client accounts, processes transactions, and assists with client inquiries. They ensure smooth communication between clients and advisors and often use CRM systems and financial software to perform their duties.

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 research, 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 June 2026, with employment types broken down into 5% As Needed, 26% Full Time, 43% Part Time, 5% Temporary, and 21% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.
Client Service Associate-Wealth Management

Client Service Associate-Wealth Management

Credent Wealth Management

Tulsa, OK • On-site

$12.50 - $17.25/hr

Other

Posted 14 hours ago

Key responsibilities

  • Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status.

  • Process new client accounts, combine accounts, transfer accounts, client banking information, or close accounts by following system business processes.

  • Create, transfer, and update client households in CRM, custodial and finance systems, including beneficiaries, address and contact changes, new and transitioning account information, and financial life events.

Job description

Client Service Associate
Purpose:
Client Service Associates support the Wealth Advisor by attending client and prospect events and building relationships with each client to deliver a Raving Fan experience. The Client Service Associate also works closely with the Wealth Manager as the primary support on the client relationship. Client Service Associates are an integral role to clients and business activities as they will interact with clients daily to execute account paperwork, financial reports, and to maintain ongoing communication to deliver a client relationship experience beyond expectations. This role will also perform fund transactions, meet with clients for goal reviews each year, assist clients with accessibility to online client systems, and provide overall support to the advisory team through document preparations, proposals, risk management reviews, and troubleshooting system business processes.
Job Responsibilities:
  • Onboard, maintain, and offboard clients, accounts, and client relationships through system account updates and fielding questions from clients about their account status.
  • Process new client accounts, combine accounts, transfer accounts, client banking information, or close accounts by following system business processes.
  • Create, transfer, and update client households in CRM, custodial and finance systems, including beneficiaries, address and contact changes, new and transitioning account information, and financial life events.
  • Identify, communicate, assist, and resolve questions and concerns from clients with online systems access, functionality, and provide demo use when necessary.
  • Understand, demonstrate, and continually improve a thorough and well-rounded knowledge of account types, regulatory compliances, basic trade instructions, account settlements timeframes, RMDs, account roll-overs, security holdings, and investments.
  • Assist the Client Care Coordinator (CCC) role when necessary, providing scheduling support, answering and routing phone calls to team members.
  • Prepare, hosts, and attends assorted web conference calls and other office meetings about new business processes, systems use, onboarding/offboarding updates, etc
  • Remain knowledgeable in the policies and regulations of the regulatory bodies to ensure compliance with all work activities.
  • Work with all other team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations
  • Comply with company-wide policies and SEC regulations
Knowledge, Skills and Abilities:
  • Progressive analytical knowledge, client service, and interpersonal skills
  • Excellent verbal, written, and presentation communication skills
  • General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.)
  • Adaptable, detail-oriented, and creative problem-solving skills
  • Ability to multitask, learn, and think beyond the current process
  • Proficient in Microsoft Office suite
Education and Experience:
  • High School Diploma, Associate's, Bachelor's Degree in Finance, or Business Administration a plus
  • 1+ year in Finance, Banking, Tax, or Accounting; Customer service experience preferred
Other:
  • Series 65 License achieved within 30-60 days after hire

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