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

As of Jun 13, 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, 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.

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 June 2026, with employment types broken down into 50% Full Time, 46% Part Time, and 4% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $39,098 per year, or $18.8 per hour.

Registered Wealth Management Client Associate

Bank of America

State College, PA • On-site

Full-time

Posted 15 days ago

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

  • Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses advanced industry knowledge and an understanding of investment products
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:

  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

t

Shift:

1st shift (United States of America)

Hours Per Week: 

37.5

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