10 of the Most Popular Types of Institutional Client Service Jobs in 2026

See what kind of roles similar to Institutional Client Service jobs are hiring now

Top Types Of Institutional Client Service Jobs

• 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.

• 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.

• Senior Client Associate

  Salary range: $44,500 - $95,000

  Senior Client Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Senior Client Associate jobs pay between $44,500 (25th percentile) and $95,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Senior Client Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Redtail

  Salary range: $45,000 - $53,500

  Redtail is a typical job search query Most salaries for Redtail jobs pay between $45,000 (25th percentile) and $53,500 (75th percentile) annually. You’ll find many open positions nationwide for Redtail job searches hiring now on ZipRecruiter.

• Senior Client Advisor

  Salary range: $40,000 - $72,000

  Senior Client Advisor is a more unusual job search query but still may give you interesting job results. Most salaries for Senior Client Advisor jobs pay between $40,000 (25th percentile) and $72,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Senior Client Advisor job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Client Relationship Associate

  Salary range: $40,000 - $50,000

  Client Relationship Associate is a typical job search query Most salaries for Client Relationship Associate jobs pay between $40,000 (25th percentile) and $50,000 (75th percentile) annually. Currently, there are not many open positions nationwide for Client Relationship Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Client Reporting Associate

  Salary range: $41,500 - $87,500

  Client Reporting Associate is a more unusual job search query but still may give you interesting job results. Most salaries for Client Reporting Associate jobs pay between $41,500 (25th percentile) and $87,500 (75th percentile) annually. Currently, there are not many open positions nationwide for Client Reporting Associate job searches hiring now on ZipRecruiter. You can take a look at what is available and find similar job searches in this list.

• Client Services Associate

  Salary range: $35,500 - $52,000

  A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

• 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.

• 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.