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$8

$15

$25

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

As of Jun 17, 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.

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.
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 June 2026, with employment types broken down into 1% As Needed, 77% Full Time, 21% Part Time, and 1% Temporary. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $33,211 per year, or $16 per hour.
Client Service Associate (RIA / Wealth Management)

Client Service Associate (RIA / Wealth Management)

Right Executive Search, LLC

Houston, TX • On-site

Other

Medical, Retirement, PTO

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Wealth Management Associate / Client Service Associate (RIA)

Houston, TX (Galleria area, On-site)

Wealth Management Industry

$80k to $105k doe, plus bonus



Our client is a Houston-based, boutique private wealth management firm overseeing over $850 million in client assets. As a fee-only fiduciary, the firm is deeply committed to putting clients first, delivering thoughtful, retirement-focused investment management and planning services. With more than 80% of clients in retirement, the team has built its reputation on exceptional service, meaningful relationships, and a genuine commitment to care


.
Just as importantly, this is a firm that values its people. The culture is collaborative, supportive, and team-oriented, where individuals are trusted, respected, and given the opportunity to grow. It is an environment where your contributions are recognized, your ideas are welcomed, and you can build a long-term career while making a real impac


t.
About the Wealth Management Associate / CSA Ro

le:The Wealth Management Associate /Client Service Associate is a key member of the firm’s client experience team, playing an important role in delivering a seamless, responsive, and high-touch experience. This is a highly visible position where you will interact directly with clients, support their needs, and help manage the day-to-day operations that keep relationships running smoothly. It is a great opportunity for someone who enjoys both the operational side of wealth management and the personal connection that comes with supporting clients and being part of a close-knit te


am.
You will work closely with and be trained by an experienced Director of Operations, gaining hands-on exposure to all aspects of client service and operations. This role is centered around managing the details that matter most, opening accounts, facilitating transactions, handling documentation, and maintaining accurate client records. While this is not an advisory role, it plays a critical part in building trust and delivering an exceptional client experie


nce.
Key Responsibilities of the Wealth Management Associate / CSA

  • Role:Open new client accounts and assist with ACAT tran
  • sfersFacilitate money movements, including wires, ACH, distributions, and
  • RMDsCoordinate and process trade instructions under advisor dire
  • ctionUpdate client records, including beneficiaries, banking details, and contact inform
  • ationPrepare and follow through on custodial pape
  • rworkCommunicate with custodians to resolve issues and complete transac
  • tionsMaintain accurate data within CRM and custodian plat
  • formsPartner closely with advisors and team members to ensure a consistent, high-quality client exper


ience
Qualifica

  • tions:3 to 10 years of relevant experience supporting financial ad
  • visorsStrong communication skills and a professional, client-focused de
  • meanorHigh attention to detail with strong follow-t
  • hroughAbility to manage multiple priorities in a fast-paced envir
  • onmentTech-savvy, comfortable learning and navigating CRM systems and custodian platforms (experience with Schwab is a
  • plus)High integrity, discretion, and a genuine commitment to clien
  • t careA passion for what you do with a team-oriented m


indset
What Our Amazing Client

  • Offers:Competitive base salary with a meaningful performance-based bonus oppo
  • rtunity401(k) with 3% employer match to support your long-term financia
  • l goalsComprehensive healthcare b
  • enefitsGenerous paid time off, including 4 weeks of vacation plus 9 market-aligned h
  • olidaysTrue commitment to work-life
  • balanceCollaborative, team-oriented environment where your ideas are heard and
  • valuedSupportive, family-oriented culture that genuinely prioritizes its
  • peopleClear path for long-term growth with a respected and steadily growi


ng firm
Keywords: Account Maintenance, ACAT Transfers, ACH Processing, Asset Management, Banking Instructions, Beneficiary Updates, Broker Dealer, Client Experience, Client Relationship Management, Client Service Associate, CRM, Custodian Platforms, Customer Service, Documentation Processing, Financial Planning, Financial Services, Financial Advisor Support, HNW, High Net Worth Clients, Investment Operations, Money Movement, Operations Support, Private Wealth Management, Registered Investment Advisor (RIA), Retirement Planning, Retirement Services, RMD Processing, Schwab, Securities Operations, Team Collaboration, Trade Support, Transaction Processing, Wealth Management, Wealth Management Associate, Wire T


ransfers

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