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How much do wealth management client support specialist jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for wealth management client support specialist in the United States is $20.94, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $23.32 per hour, depending on experience, location, and employer.

What is a wealth management client support specialist?

A Wealth Management Client Support Specialist is a professional who assists clients and financial advisors within a wealth management firm. Their responsibilities include handling client inquiries, processing account transactions, preparing documentation, and ensuring compliance with regulatory requirements. They act as a key point of contact for clients, providing exceptional service and helping to resolve any issues related to investment accounts. Their work supports the overall client experience and helps financial advisors focus on providing strategic guidance.

What are the key skills and qualifications needed to thrive as a wealth management client support specialist, and why are they important?

A Wealth Management Client Support Specialist should have a solid understanding of financial products, investment principles, and client service protocols, often supported by a degree in finance or a related field. Familiarity with CRM platforms, portfolio management systems, and sometimes securities licenses (such as Series 7 or 66) are typically required. Exceptional communication, attention to detail, and problem-solving abilities distinguish top performers in this role. These skills are crucial for accurately addressing client needs, maintaining compliance, and ensuring a high level of client satisfaction in a fast-paced financial environment.

What are the most common challenges wealth management client support specialists face when managing multiple client requests simultaneously?

Wealth Management Client Support Specialists often juggle multiple client inquiries and requests, ranging from account maintenance to transaction processing. The biggest challenges include prioritizing urgent matters, maintaining accuracy under tight deadlines, and ensuring a high level of personalized service for each client. Effective time management, strong organizational skills, and clear communication with both clients and internal advisors are key to overcoming these challenges. Regular collaboration with financial advisors and operations teams helps balance workloads and ensures client satisfaction.

What cities are hiring for Wealth Management Client Support Specialist jobs?

Cities with the most Wealth Management Client Support Specialist job openings:

What states have the most Wealth Management Client Support Specialist jobs?

States with the most job openings for Wealth Management Client Support Specialist jobs include:

What are popular job titles related to Wealth Management Client Support Specialist jobs?

For Wealth Management Client Support Specialist jobs, the most frequently searched job titles are:

Infographic showing various Wealth Management Client Support Specialist job openings in the United States as of June 2026, with employment types broken down into 17% As Needed, 25% Full Time, 51% Part Time, 2% Temporary, 3% Contract, and 2% Nights. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $43,556 per year, or $20.9 per hour.

Wealth Management Client Associate

Southern Pines, NC • On-site

Vance Airscoop
See more jobs at Vance Airscoopexternal

$70K/yr

Other

Medical, Retirement, PTO

Posted 2 days ago

New

Job description

The Pines Wealth Management

Job Title: Wealth Management Client Associate

Location: Southern Pines, NC

Company Description

The Pines Wealth Management (TPWM) is Registered Investment Advisory (RIA) firm that focuses on comprehensive financial planning and discretionary asset management for affluent individuals, companies and institutions.TPWM specializes in goals-based planning for retirement, education, legacy and all-encompassing financial life objectives.

TPWM’s Advisors and Associates help clients pursue and achieve the life they envision through personal relationships committed to their needs. The foundation of our client relationship is mutual trust and ongoing transparent dialogue. TPWM assists clients with all aspects of their financial lives.

TPWM is committed to a balanced work-life culture with specific requirements for office-based attendance while allowing for flexibility in consideration of individual needs, unique circumstances and role-specific standards.

TPWM is committed to value based ethical growth with client needs and situations always at the forefront of our advice and decision-making processes.

Position Summary

We are seeking a detail-oriented and client-focused Wealth Management Client Associate to support multiple financial advisors in a growing Registered Investment Advisory (RIA) firm. This role is responsible for delivering a high level of service to clients, supporting advisors with investment operations, and helping maintain efficient day-to-day workflow across the team. The ideal candidate will have strong operational experience in wealth management and hold an active securities license (Series 7 preferred).

Key Responsibilities
  • Serve as a primary point of contact for client service needs
  • Assist with account inquiries, service requests, and follow-up
  • Coordinate client meetings and prepare meeting materials
  • Maintain accurate client records and CRM updates
  • Process account opening and maintenance paperwork through our custodian
  • Facilitate ACAT transfers and money movement requests
  • Track client service workflows and outstanding items
  • Assist with SEC Compliance processes and documentation
  • Contribute to improving operational efficiency
Preferred Skills
  • Experience in Wealth Management Services (i.e.: RIA, BD, WH)
  • Proficiency in financial planning concepts
  • Strong knowledge of account servicing and wealth management operations
  • Ability to manage to triage, prioritize and manage competing priorities.
  • High attention to detail and organizational skills
  • Professional communication and client service mindset
  • Desire for long-term career growth in wealth management
Required Education/Qualifications
  • Active Series 7 license (preferred)
  • Series 66 or willingness to obtain
  • 3 + years experience in wealth management and financial services

College Degree

Compensation & Benefits
  • Competitive base salary: $70,000 + (experience considered)
  • Performance-based bonus opportunity
  • Retirement plan and health benefits
  • Paid time off and holidays
  • Professional development and licensing support
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