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

As of Jul 3, 2026, the average hourly pay for wealth management client service representative in the United States is $18.80, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $20.91 per hour, depending on experience, location, and employer.

What does a client service associate do in wealth management?

A wealth management client service associate provides support to clients by handling account inquiries, processing transactions, and assisting with administrative tasks. They often communicate with clients, coordinate with financial advisors, and use CRM and financial software to ensure smooth service delivery.

Is wealth management a high paying career?

Wealth management client service representatives typically earn competitive salaries that can increase with experience, certifications, and performance. While starting salaries may be moderate, experienced professionals in the field can earn higher compensation, especially when working with high-net-worth clients or in senior roles.

What is a Wealth Management Client Service Representative?

A Wealth Management Client Service Representative is a professional who assists clients with their financial accounts, investment portfolios, and related services at a wealth management firm or bank. Their duties typically include responding to client inquiries, processing transactions, and providing administrative and operational support to financial advisors. They act as a key point of contact for clients, ensuring a high level of service and helping resolve any account-related issues. This role often requires strong communication skills, attention to detail, and a good understanding of financial products and services.

What are the key skills and qualifications needed to thrive as a Wealth Management Client Service Representative, and why are they important?

To thrive as a Wealth Management Client Service Representative, you need a strong understanding of financial products, client account management, and compliance regulations, often supported by a bachelor's degree and relevant financial certifications. Familiarity with CRM platforms, portfolio management systems, and financial planning software is typically required. Exceptional communication, attention to detail, and problem-solving abilities set top performers apart in this role. These skills and qualities are essential for delivering high-quality client service, ensuring regulatory compliance, and building lasting client relationships in a competitive financial environment.

Is 200,000 enough to work with a financial advisor?

For a Wealth Management Client Service Representative, a $200,000 portfolio can be sufficient to work with a financial advisor, depending on the advisor's minimum investment requirements and the client's financial goals. Many advisors set minimums ranging from $25,000 to $250,000, so individual circumstances vary. Having a solid understanding of client needs and investment strategies is essential in this role.

What are some common challenges faced by Wealth Management Client Service Representatives, and how can they be addressed?

Wealth Management Client Service Representatives often navigate complex client requests, strict regulatory requirements, and the need to maintain high standards of confidentiality. Balancing swift, accurate responses with the personalized attention clients expect can be challenging, especially when managing multiple accounts or urgent requests. Strong organizational skills, ongoing industry education, and effective communication within the team help address these challenges. Many firms provide specialized training and encourage collaboration with financial advisors and compliance staff to ensure seamless client service and professional development.

How many financial advisors make $500,000 a year?

Wealth management client service representatives typically do not earn $500,000 annually, as this level of compensation is usually reserved for senior financial advisors or those with high client assets and extensive experience. Most financial advisors earning this amount have advanced certifications, a large client base, and work in high-net-worth environments.
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Infographic showing various Wealth Management Client Service Representative job openings in the United States as of June 2026, with employment types broken down into 10% Full Time, 75% Part Time, 3% Temporary, and 12% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.
Client Service Representative

Client Service Representative

Wilde Wealth Management Group

Paradise Valley, AZ • On-site

$50K - $60K/yr

Full-time

Retirement, PTO

Posted 17 days ago

Job description

Job description

Job Title: Experienced Client Service Representative

We are currently seeking a highly experienced Client Service Representative (CSR) to join our team. With a minimum of 5 years' experience in client service, the ideal candidate will be instrumental in maintaining client satisfaction, enhancing advisor productivity, and fostering the continued growth of our firm. As we continually expand our client base and welcome new advisors annually, the CSR will play a crucial role in ensuring seamless client experiences.

In this position, the CSR will be responsible for supporting one or more advisors and acting as the dedicated point of contact for their respective client portfolios. This entails extensive preparation for meetings each week, as well as managing all ensuing action items such as trades, transfers, online access troubleshooting, address updates, money movement, and referrals to in-house business partners.

Furthermore, the CSR will be adept at promptly addressing client inquiries via calls and emails, ensuring that all communications are responded to on the same day they are received. With a focus on delivering exceptional service, the CSR will uphold our commitment to client satisfaction and uphold our reputation as a trusted financial partner.

This position would be full-time, in one of our Phoenix Valley locations.

Duties include, but not limited to:

  • Perform all cashiering and customer service functions for a range of 300-600 dedicated client households
  • Prepare and process account service paperwork and applications
  • Run reports and prepare documents necessary for quarterly client portfolio reviews
  • Maintain files, both electronic and physical
  • Take detailed notes in CRM (Redtail) on all processes and client interactions
  • Follow all standard operating procedures to ensure steps of service are being met, as well as maintaining compliance standards
  • Work behind the scenes with our in-house partners to alleviate the demands on our mutual clients; pull account statements, tax documents, ownership/beneficiary change paperwork, etc.
  • Assist with other office functions such as mailings, call campaigns, answering phones, greeting clients, filing, maintaining break areas, ordering supplies, and all other duties as assigned

Please do not apply for this position unless you have:

  • Minimum 5 years of experience in an advisory or brokerage firm
  • Exceptional client service and hospitality skills
  • Ability to multitask and skillfully manage a fluctuating workload
  • Excellent verbal and written communication
  • Strong working knowledge of Microsoft Office suite

Candidate with the following preferred:

  • Series 7 or 6, Series 63 or 65
  • Redtail CRM, Albridge and/or Pershing experience
  • Notary
  • Working knowledge of insurance, annuities, TPMM, PCRAs, QRPs, pensions
  • Working knowledge of the custodian Pershing, LLC

Compensation and Benefits:

  • Full-time, salaried position; salary depends on experience and licensing
  • Base salary plus monthly achievement-based bonuses
  • PTO, plus an additional paid day off for your birthday. (Additional PTO awarded through tenure.)
  • 9 paid holidays per year
  • Summer Hours in June & July
  • 401(k) with 4% match after 1-year of service
  • Monthly awards of cash & prizes for selfless Team Players
  • Annual $2k tuition reimbursement available after 6 months of service

Interested candidates should submit their income requirements, cover letter & resume.

About Wilde Wealth Management Group:
Wilde Wealth Management Group is an award-winning independent advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof. A fee-based firm with in-house Independent Investment Advisors, Certified Financial Planners(TM), Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes as among “The Most Dependable Wealth Managers in the Southwest” and has been named to Barron’s “List of Top 1,000 Advisors” annually for a decade. Currently, Wilde Wealth Management Group has more than $3.4 Billion in assets under management and 7 offices across Arizona located in Scottsdale, Glendale, Sun City, Chandler, Payson, Sedona, and Tucson.