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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 Jul 27, 2026, the average hourly pay for wealth management client service associate in Massachusetts is $18.72, according to ZipRecruiter salary data. Most workers in this role earn between $15.24 and $21.01 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.
What are popular job titles related to Wealth Management Client Service Associate jobs in Massachusetts? For Wealth Management Client Service Associate jobs in Massachusetts, the most frequently searched job titles are:
What job categories do people searching Wealth Management Client Service Associate jobs in Massachusetts look for? The top searched job categories for Wealth Management Client Service Associate jobs in Massachusetts are:
Wealth Management Client Service Associate jobs near you
Infographic showing various Wealth Management Client Service Associate job openings in Massachusetts as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 25% Part Time, 4% Temporary, and 1% Contract. Highlights an 96% Physical, 2% Hybrid, and 2% Remote job distribution, with an average salary of $38,931 per year, or $18.7 per hour.

Client Services Associate

NextPhase Search

Waltham, MA • On-site

Other

Posted 13 days ago

Job description

Client Service Associate/ Registered Client Service Associate, Boutique Wealth Management Firm | Waltham, MA


About the Company: Our client is a well-established and growing boutique wealth management firm based in Waltham, MA, advising multiple billions in client capital across all asset classes and serving ultra-high-net-worth families, foundations, and endowments. This firm has built something genuinely different: a collaborative, team-first environment where newer employees consistently describe the culture as truly family-like—not just in name. Leadership is deeply invested in mentorship and professional development, and employees are encouraged to contribute ideas and improve processes. Flexible hours, a hybrid schedule, and four Summer Fridays reflect a real commitment to work/life balance.


About the role: This is an opportunity for a Client Service Associate or Registered Client Services Associate to join their close-knit, high-performing team. This is a hands-on, client-facing role at the center of day-to-day portfolio administration, reporting, and relationship support—with direct exposure to both the Investments and Operations teams and a clear path for growth from Client Service Associate → Senior Client Associate → Vice President → Relationship Management.


RESPONSIBILITIES


  • Prepare client presentation packages and performance reporting
  • Monitor asset allocation and liquidity requirements
  • Proactively manage client relationships and develop process enhancements
  • Participate in client meetings in person and virtually on a quarterly basis
  • Facilitate money movements and wire transfers for client accounts
  • Utilize Addepar (firm's reporting platform) to view portfolio data, asset allocation, and transactions, and generate reports for clients and internal use
  • Onboard new clients and coordinate asset transfers with third parties
  • Collaborate with the client service team on ad hoc requests and projects
  • Work with the investment team on portfolio construction and monitoring
  • Assist with tax information research, K-1 tracking, and distribution to clients and their accountants


QUALIFICATIONS


  • Bachelor's degree with strong academic record
  • 2–3 years of client service experience in a wealth management, multi-family office, or institutional investment setting (THIS IS REQUIRED)
  • Addepar experience a plus; training will be provided
  • Experience with new accounts, wires, and alternative investment subscriptions
  • Familiarity with portfolio construction and alternative investments (private equity, real estate, hedge funds)
  • Strong Excel and MicrosoftOffice skills
  • Excellent written and verbal communication; polished, professional, and relationship-oriented
  • Highly organized with strong attention to detail and ability to multitask
  • Series 7 license is a plus, willingness and ability to acquire the Series 7 on the job is required


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