ZipRecruiter

Log In

1

Wealth Management Client Service Associate Jobs in Texas

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 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 Services Associate

GemHarvest Executive Recruiting

Austin, TX • Remote

$65K - $75K/yr

Other

Medical, Retirement, PTO

Posted 7 days ago

Job description

Registered Client Service Associate

Boutique wealth management practice

Austin, TX | In-office


A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of high-net-worth client relationships.


This is a hands-on role for someone who enjoys client service, financial operations, and becoming a trusted right hand within a growing advisory practice.


What You’ll Do

  • Support high-net-worth client relationships through money movement, account opening, paperwork, and service follow-through
  • Prepare client meeting materials and support Excel-based portfolio work
  • Coordinate with remote administrative and marketing support team members


What’s Offered

  • Close mentorship from an experienced lead advisor
  • Benefits package including healthcare, 401(k) match, PTO, and paid holidays
  • Potential advisory track over time
  • $65,000–$75,000 base salary and performance-based growth potential


What You Bring

  • Bachelor’s Degree
  • 1–3+ years of financial services, client service, or operations experience preferred
  • Series 7 required; 65/66 preferred
  • Strong Excel skills, maturity, integrity, and follow-through

Apply