ZipRecruiter

Log In

1

Wealth Management Client Service Associate Jobs in Texas

Boutique Recruiting

Client Services Associate

Dallas, TX · On-site

$70K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... wealth management firm where exceptional client service, precision, and ownership are at the center of everything you do. As the Client Services Associate, you'll serve as the operational backbone of ...

New

TIAA

Wealth Management Client Relationship Manager

Dallas, TX · On-site

$71K - $80K/yr

  • Medical

  • Life

  • Retirement

But we're not just another legacy financial services firm. We're fighting harder than ever before ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Wealth Management Client Relationship Manager

Dallas, TX

$71K - $80K/yr

  • Medical

  • Life

  • Retirement

But were not just another legacy financial services firm. Were fighting harder than ever before for ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

next page

Showing results 1-20

All JobsWealth Management Client Service Associate JobsWealth Management Client Service Associate Jobs in Texas

Wealth Management Client Service Associate information

See Texas salary details

$8

$15

$25

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

As of Aug 18, 2026, the average hourly pay for wealth management client service associate in Texas is $15.97, according to ZipRecruiter salary data. Most workers in this role earn between $12.98 and $17.93 per hour, depending on experience, location, and employer.

What is a wealth management client service associate?

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 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 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 does a wealth management client service associate do in wealth management?

A wealth management client service associate provides support to financial advisors by handling client inquiries, processing transactions, maintaining account information, and ensuring excellent client service. They often use financial software and must have strong communication skills to assist clients with their investment and financial needs.

What are popular job titles related to Wealth Management Client Service Associate jobs in Texas?

For Wealth Management Client Service Associate jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Wealth Management Client Service Associate jobs in Texas look for?

The top searched job categories for Wealth Management Client Service Associate jobs in Texas are:

Wealth Management Client Service Associate jobs near you
Infographic showing various Wealth Management Client Service Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $33,211 per year, or $16 per hour.

Wealth Management Client Service Associate

Claire Myers Consulting

Katy, TX

$65K - $80K/yr

Full-time

Re-posted 13 days ago

Job description

COMPENSATION: $65,000 – $80,000 base salary + benefits (dependent on experience)


Overview:


Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day-to-day operations of the firm, serving as a key link between advisors, clients, and custodians. As a small, collaborative team, this individual will wear multiple hats, ensuring client needs are met with accuracy, responsiveness, and professionalism. This is an excellent opportunity for someone who is detail-oriented, service-driven, and looking to grow within a team-focused wealth management environment.


Key Responsibilities:


• Respond to and execute client requests in a timely and professional manner

• Handle client paperwork and coordinate processing with custodians

• Maintain and organize the firm’s document management system

• Provide administrative and operational support to Lead Advisors

• Prepare for client meetings, including gathering and organizing client information

• Coordinate scheduling for client meetings (in-person and virtual)

• Track, follow up on, and document tasks within the CRM system

• Assist with Required Minimum Distributions (RMDs)

• Participate in team meetings and contribute to overall team success



Qualifications:


• 2+ years of operations/administrative experience in financial services

• Proficiency in Microsoft Word, Excel, and Outlook

• Tech-savvy with the ability to learn multiple systems and platforms

• Strong attention to detail and organizational skills

• Positive, professional, and client service-oriented demeanor

• Ability to follow processes and manage tasks through completion independently