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Wealth Management Client Service Associate Jobs in Texas

Farther LLC

Client Experience Associate

Irving, TX · On-site

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

Farther

Client Experience Associate

Irving, TX

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

Farther

Client Experience Associate

Dallas, TX · On-site

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

Farther

Client Experience Associate

Irving, TX · On-site

The Role As a Client Experience Associate, you are at the core of Farther's client service and operations, delivering a flawless wealth management experience for advisors and clients. You'll support ...

Boutique Recruiting

Client Service Associate

Houston, TX · On-site

$13.75 - $19/hr

Client Service Associate Salary Range: $70,000-$90,000 / DOE, plus an estimated 5%-15% discretionary annual bonus based on individual and firm performance A growing boutique wealth management firm is ...

W3Global Inc.

Wealth Management Associate

Fort Worth, TX · On-site

$75K - $85K/yr

Wealth Management Associate Location: Fort Worth, TX Reports To: Managing Director / Lead Advisor ... client service. The ideal candidate will possess a strong understanding of financial markets ...

Vodia Ventures

Client Service Associate

Houston, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Vodia Ventures

Client Service Associate

Austin, TX · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

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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 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.

Client Service Associate - Symphony Wealth Group

Kestra Financial Independent Advisor

Plano, TX

Full-time

Re-posted 27 days ago

Job description

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills.  This position is full-time and in the office.

Essential Duties and Responsibilities

      Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.

      Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.

      Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.

      Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

      Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

      Maintain CRM database; define and ensure adherence to appropriate client service models.

      Manage multiple and competing priorities daily in pursuit of business objectives.

      Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.

      Other duties as assigned.

      This is a Full Time position in the office

Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities

     Basic computer skills (Outlook, Word, Excel. Adobe)

     Strong administrative and time management skills with superior attention to detail.

     Able to work independently and effectively manage multiple tasks at once.

     Excellent communication skills, both verbally and in writing.

     CRM knowledge a plus.

Education and/or Experience

      The ideal candidate will have 2+ years of experience in administrative support in a professional environment.

      High School Diploma or Associate's degree required

      Previous experience in financial services a plus

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