33 Wealth Client Service Associate jobs

San Francisco, California, US (Hybrid)

$38.00 – $48.00 / hour

The Private Wealth, Client Service Associate (CSA) plays a critical role in supporting one of Citizens Private Wealth's top-performing Wealth…

West Conshohocken, Conshohocken, Pennsylvania, US (On-site)

POSITION SUMMARY PWM Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care.

Utah, United States (Remote)

$42–55K / year

Posting Description Description Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance.

Palm Beach Gardens, Florida, US (Hybrid)

$24.00 – $35.00 / hour

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals.

Royal Oak, Michigan, US (On-site)

$46.5–60.5K / year

Posting Description Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance.

Boston, Massachusetts, US (Hybrid)

An established regional wealth management and investment services firm is looking to bring on a CSA to their team.

New York, US (On-site)

$65–75K / year

About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work.

Boston, Massachusetts, US (Hybrid)

$65–70K / year

We’re building a relationship-oriented bank for the modern world.

Newton, Massachusetts, US (On-site)

Client Service Associate Greater Boston based Wealth Management firm is seeking a Client Service Associate to add to their Wealth Advisory group.

Tampa, Florida, US (On-site)

$23.00 – $30.00 / hour

At U.S. Bank, we’re on a journey to do our best.

New York, US (Hybrid)

$70–75K / year

About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual work.

Ephrata, Pennsylvania, US (On-site)

$24.00 – $35.00 / hour

Smoker Wealth Management LLC Smoker Wealth Management, LLC is a financial services firm providing personalized financial planning, investment…

West Des Moines, Iowa, US (On-site)

POSITION SUMMARY: The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account…

Danville, California, US (On-site)

$65–85K / year

The Client Service Associate is a critical part of the Mariner Wealth Advisors team, responsible for delivering extraordinary client service and care.

Kingsport, Tennessee, US (On-site)

$26.00 – $43.00 / hour

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation.

San Jose, California, US (On-site)

$75–80K / year

Position Summary: A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values.

Richmond, Virginia, US (On-site)

$22.00 – $26.00 / hour

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.

Cleveland, Ohio, US (Hybrid)

$50–60K / year

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.

Dallas, Texas, US (On-site)

Unlock your potential as a Client Associate at J.P.

Clayton, Missouri, US (On-site)

$81.9–120.4K / year

Are you ready to be part of something more?