The qualifications you need to become a client services associate include a bachelor’s degree in business, finance, or another field relevant to your industry. While not always required, previous work experience in a sales or customer service role can increase your opportunities. If you work for a large financial company, this is typically considered an entry-level position that gives you the skills and experience you need to meet company expectations. To succeed as a client services associate, you need excellent organizational and customer service skills. Basic computer skills, especially in word processing and data entry, are essential in this role.

If you are interested in a job related to Client Services Associate, here are some popular related job searches with the most open positions on ZipRecruiter.

Top Types Of Client Services Associate Jobs

List of the top 10 highest paying Client Services Associate positions in 2026, with salary ranges, according to ZipRecruiter.

Wealth Management Product Manager
Salary range: $141,000 - $197,000
Wealth Management Product Manager is a more unusual job search query but still may give you interesting job results. Most salaries for Wealth Management Product Manager jobs pay between $141,000 (25th percentile) and $197,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Wealth Management Product Manager job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Fidelity Wealth Management
Salary range: $74,500 - $95,000
Fidelity Wealth Management is a typical job search query Most salaries for Fidelity Wealth Management jobs pay between $74,500 (25th percentile) and $95,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Fidelity Wealth Management job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Schwab Private Client
Salary range: $38,500 - $53,000
Schwab Private Client is a more unusual job search query but still may give you interesting job results. Most salaries for Schwab Private Client jobs pay between $38,500 (25th percentile) and $53,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Schwab Private Client job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Wealth Management Client Service Associate
Salary range: $29,000 - $40,000
Wealth Management Client Service Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Wealth Management Client Service Associate jobs pay between $29,000 (25th percentile) and $40,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Wealth Management Client Service Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Wealthbox
Salary range: $110,500 - $142,500
Wealthbox is a common job search query. Most salaries for Wealthbox jobs pay between $110,500 (25th percentile) and $142,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Wealthbox job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Csa Financial Advisors
Salary range: $75,000 - $131,000
Csa Financial Advisors is a more unusual job search query but still may give you interesting job results. Most salaries for Csa Financial Advisors jobs pay between $75,000 (25th percentile) and $131,000 (75th percentile) annually. Take a look at the variety of open positions nationwide for Csa Financial Advisors job searches hiring now on ZipRecruiter.
Registered Client Associate
Salary range: $38,500 - $73,500
A registered client associate works for a bank or similar financial institution to acquire and retain new customers. As a client associate, your job duties revolve around interacting with clients to ensure their satisfaction. This includes setting up their accounts and sharing progress with an associate or financial advisor. You play a crucial role in client service for these accounts, letting those with more robust wealth management backgrounds handle the investment aspect. In some positions, registered client associates may also provide sales support, assist in social media marketing efforts, and educate clients on new account services.
Precision Wealth Strategies
Salary range: $83,500 - $123,500
Precision Wealth Strategies is a more unusual job search query but still may give you interesting job results. Most salaries for Precision Wealth Strategies jobs pay between $83,500 (25th percentile) and $123,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Precision Wealth Strategies job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Schwab Wealth Advisory
Salary range: $83,500 - $123,500
Schwab Wealth Advisory is a more unusual job search query but still may give you interesting job results. Most salaries for Schwab Wealth Advisory jobs pay between $83,500 (25th percentile) and $123,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Schwab Wealth Advisory job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.
Series 26
Salary range: $44,000 - $76,000
Series 26 is a typical job search query Most salaries for Series 26 jobs pay between $44,000 (25th percentile) and $76,000 (75th percentile) annually. You’ll find many open positions nationwide for Series 26 job searches hiring now on ZipRecruiter.

All Jobs Client Services Associate Jobs 10 of the Most Popular Types of Client Services Associate Jobs in 2026