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Wealth Management Client Service Representative Jobs

Mission Wealth

Client Service Representative

Lisle, IL · On-site

$65K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

... Client Service Representative to join our high-performing Operations department ... This is an opportunity to work a hybrid schedule AND elevate your career in wealth management ...

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

As of Aug 14, 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 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?

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.

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.
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Wealth Management Client Service Representative jobs near you
Infographic showing various Wealth Management Client Service Representative job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

Wealth Management Client Service Associate

The QTI Group

Madison, WI • On-site

$14.50 - $20.25/hr

Other

Posted 11 days ago

Job description

Summary:
Our client, a well-established and growing wealth management practice in Madison, WI is seeking a Wealth Management Client Service Associate to play a critical role in supporting Financial Advisors, serving clients, and helping maintain the exceptional experience the firm is known for. This position combines client relationship support, practice operations, and administrative coordination in a collaborative team-oriented environment. Hours are full-time Monday-Friday 8:00am-5:00pm. Pay is competitive based on experience.
Location: Fully onsite in Madison, WI
Responsibilities:Advisor and Practice Support:Assist with coordinating client meetings, documentation, and follow up activities
Prepare correspondence and meeting materials for Advisors
Manage office workflows and support daily practice operations
Partner with home office teams to ensure timely completion of client requests
Client Relationship Management:Serve as primary point of contact for client service needs
Provide a professional, welcoming experience for clients and visitors
Schedule appointments on behalf of Advisors and proactively communicate with clients regarding upcoming meetings
Maintain complete and accurate records, and document client interactions
Support client outreach initiatives, milestone recognition, and relationship-building activities
Respond to client inquiries and facilitate resolution of routine requests
Qualifications:Experience supporting financial advisors, wealth managers, or financial services professionals highly preferred
Experience in a financial advisory, wealth management, banking, or related environment highly preferred
Exceptional organizational and time management skills
High level of professionalism and discretion when working with confidential information
Ability to balance client interactions and administrative responsibilities
Strong attention to detail
Proficiency with Microsoft Office; willingness to learn other platforms as needed
#MMAS

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